HSBC Low Duration Fund vs Kotak Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
HSBC Low Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Average |
Asset Size (Cr) | ₹12904 Cr | ₹580 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹0 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Mar 2008 | 04 Dec 2010 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index B-I |
Turn Over | 1777.06% | 30% |
Expense Ratio | 1.17 | 1.09 |
Manager | Deepak Agrawal | Mahesh A Chhabria |
ISIN Code | INF178L01202 | INF677K01452 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.57% | 0.58% |
6 Month | 4.19% | 5.54% |
1 Year | 7.93% | 9.31% |
3 Year | 7.08% | 7.61% |
5 Year | 5.74% | 6.48% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.11% | 2.87% |
1 Year | 8.11% | 10.34% |
3 Year | 7.43% | 8.43% |
5 Year | 6.48% | 7.12% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.32% | 7.42% |
3 Year | 7.81% | 7.1% |
5 Year | 8% | 7.38% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.48% | 1.00% |
Sharp | 0.50% | 0.79% |
Beta | 4.19% | 8.00% |
Alpha | -0.85% | -1.27% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
Name | Deepak Agrawal | Mahesh A Chhabria |
Total AUM | ₹150749 Cr | ₹15021 Cr |
Funds Managed | 14 | 9 |
Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HSBC Low Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HSBC Low Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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