Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Short Term Debt Fund vs Kotak Bond Short Term Plan compare

Link copied to clipboard!

tortoise-icon Kotak Bond Short Term Plan-(Growth)

Invest Now

tortoise-icon HDFC Short Term Debt Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹18538 Cr ₹18412 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 25 Jun 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund BII Index
Turn Over 0.0% 9.03%
Expense Ratio 1.12 0.74
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01ES7 INF179K01CU6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Month 0.11% 0.17%
6 Month 2.12% 2.59%
1 Year 7.18% 7.74%
3 Year 7.1% 7.71%
5 Year 5.52% 6.12%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
6 Month 1.14% 1.34%
1 Year 6.15% 6.88%
3 Year 7.26% 7.81%
5 Year 6.57% 7.13%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Year 7.34% 8.47%
3 Year 7.43% 8.08%
5 Year 7.91% 8.24%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Standard Deviation 1.12% 0.90%
Sharp -0.44% 1.23%
Beta 2.01% 1.28%
Alpha 3.54% -0.14%

Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Funds Managed 33 12
Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100 100

Top Comparisons

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns14.61%

VS

Axis Large Cap Fund - Regular Plan - Growth Axis Large Cap Fund - Regular Plan - Growth

3Y Returns11.75%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns13.32%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.1%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.32%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19%

VS

Tata Multi Asset Allocation Fund-Regular Plan-Growth Tata Multi Asset Allocation Fund-Regular Plan-Growth

3Y Returns15.02%

Compare Now
Add to Cart Successfully