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HSBC Short Duration Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
HSBC Short Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16979 Cr | ₹3786 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 27 Dec 2011 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 54% |
| Expense Ratio | 1.12 | 0.75 |
| Manager | Abhishek Bisen | Jalpan Shah |
| ISIN Code | INF174K01ES7 | INF917K01CL8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.47% | 1.42% |
| 6 Month | 4.68% | 4.75% |
| 1 Year | 9.17% | 9.27% |
| 3 Year | 6.78% | 6.65% |
| 5 Year | 6.26% | 5.95% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.01% | 2.99% |
| 1 Year | 9.92% | 9.9% |
| 3 Year | 8.04% | 7.97% |
| 5 Year | 6.63% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.16% | 7.76% |
| 3 Year | 7.44% | 7.37% |
| 5 Year | 7.92% | 7.63% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.111% | 1.171% |
| Sharp | -0.554% | -0.662% |
| Beta | 0.928% | 0.975% |
| Alpha | -0.479% | -0.615% |
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Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Jalpan Shah |
| Total AUM | ₹0 Cr | ₹16521 Cr |
| Funds Managed | 33 | 6 |
| Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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