HDFC Income Fund vs Kotak Bond Fund compare
                                
                                Kotak Bond Fund (G)
                            
                                
                                Kotak Bond Fund - Regular Plan Growth
                            
                                
                                HDFC Income Fund - Growth Option
                            
Chart Comparison
Overview
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
| Investment Plan | Growth | Growth | Growth | 
| Level of Risk | Moderate | Moderate | Moderate | 
| Asset Size (Cr) | ₹2075 Cr | ₹2075 Cr | ₹941 Cr | 
| Min Investment | ₹100 | ₹100 | ₹100 | 
| Min SIP Invesment | ₹100 | ₹100 | ₹100 | 
| Min Addl Investment | ₹100 | ₹100 | ₹100 | 
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 11 Sep 2000 | 
| Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration | 
| Fund Type | Open Ended | Open Ended | Open Ended | 
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | 
| Turn Over | % | 78% | 21.38% | 
| Expense Ratio | 1.65 | 1.65 | 1.39 | 
| Manager | Abhishek Bisen | Abhishek Bisen | Dhruv Muchhal | 
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF179K01962 | 
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 | 
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| 1 Month | 0.2% | 0.2% | -0.07% | 
| 6 Month | 0.85% | 0.85% | 0.26% | 
| 1 Year | 5.86% | 5.86% | 5.86% | 
| 3 Year | 7.09% | 7.09% | 7.11% | 
| 5 Year | 5.21% | 5.21% | 4.8% | 
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| 6 Month | 0.44% | 0.44% | 0.1% | 
| 1 Year | 4.29% | 4.29% | 3.71% | 
| 3 Year | 6.63% | 6.63% | 6.65% | 
| 5 Year | 6.09% | 6.09% | 5.94% | 
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| 1 Year | 7.86% | 7.86% | 6.63% | 
| 3 Year | 7.68% | 7.68% | 6.71% | 
| 5 Year | 7.94% | 7.94% | 6.62% | 
Risk Management
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 2.48% | 
| Sharp | -0.22% | -0.22% | 0.14% | 
| Beta | 1.17% | 1.17% | 1.23% | 
| Alpha | -0.41% | -0.41% | -1.41% | 
Fund Managers
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Dhruv Muchhal | 
| Total AUM | ₹0 Cr | ₹0 Cr | ₹520687 Cr | 
| Funds Managed | 33 | 33 | 40 | 
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option | 
Market Cap
| Scheme Name | 
                                                     Kotak Bond Fund (G)  | 
                                            
                                                
                                                     Kotak Bond Fund - Regular Plan Growth  | 
                                            
                                                
                                                     HDFC Income Fund - Growth Option  | 
                                                                                    
                                    
|---|---|---|---|
| Others | 100 | 100 | 100 | 
Sector Allocation
| Scheme Name | 
                                                     Kotak Bond Fund (G)  | 
                                                                                            
                                                     Kotak Bond Fund - Regular Plan Growth  | 
                                                                                            
                                                     HDFC Income Fund - Growth Option  | 
                                                                                    
                                    
|---|---|---|---|
| Others | 99.65 | 99.65 | 99.53 | 
| Financial Services | 0.35 | 0.35 | - | 
| Real Estate | - | - | 0.47 | 
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