- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹18538 Cr | ₹4539 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 | 0.11% | 0.13% |
| 6 Month | 2.12% | 2.38% |
| 1 Year | 7.18% | 7.66% |
| 3 Year | 7.1% | 7.24% |
| 5 Year | 5.52% | 5.47% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.14% | 1.18% |
| 1 Year | 6.15% | 6.57% |
| 3 Year | 7.26% | 7.44% |
| 5 Year | 6.57% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.34% | 7.88% |
| 3 Year | 7.43% | 7.34% |
| 5 Year | 7.91% | 7.47% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.12% | 0.99% |
| Sharp | -0.44% | 0.66% |
| Beta | 2.01% | 1.42% |
| Alpha | 3.54% | -0.71% |
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 |
Top Comparisons
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.98%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.5%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.31%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.31%
