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) | ₹2053 Cr | ₹2053 Cr | ₹887 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 | -0.12% | -0.12% | 0.06% |
| 6 Month | 0.72% | 0.72% | 0.54% |
| 1 Year | 5.03% | 5.03% | 5.18% |
| 3 Year | 6.67% | 6.67% | 6.7% |
| 5 Year | 4.9% | 4.9% | 4.69% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
|---|---|---|---|
| 6 Month | 0.26% | 0.26% | 0.25% |
| 1 Year | 3.11% | 3.11% | 3% |
| 3 Year | 6.11% | 6.11% | 6.26% |
| 5 Year | 5.85% | 5.85% | 5.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
|---|---|---|---|
| 1 Year | 7.18% | 7.18% | 6.41% |
| 3 Year | 7.49% | 7.49% | 6.74% |
| 5 Year | 7.82% | 7.82% | 6.63% |
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% | 2.47% |
| Sharp | -0.22% | -0.22% | 0.05% |
| Beta | 1.17% | 1.17% | 1.27% |
| Alpha | -0.41% | -0.41% | -1.37% |
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 | 99.63 | 99.63 | 99.49 |
| Financial Services | 0.37 | 0.37 | - |
| Real Estate | - | - | 0.51 |
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