- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+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) | ₹18067 Cr | ₹4644 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 | 0.44% | 0.48% |
| 6 Month | 4.73% | 4.93% |
| 1 Year | 8.56% | 8.78% |
| 3 Year | 7.28% | 7.26% |
| 5 Year | 5.7% | 5.54% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.11% | 2.25% |
| 1 Year | 8.86% | 9.29% |
| 3 Year | 8% | 8.1% |
| 5 Year | 6.75% | 6.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.24% | 7.8% |
| 3 Year | 7.42% | 7.33% |
| 5 Year | 7.91% | 7.57% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.02% | 1.02% |
| Sharp | 0.61% | 0.55% |
| Beta | 1.19% | 1.16% |
| Alpha | -0.58% | -0.62% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 Value Fund- Growth Plan
3Y Returns22.92%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns19.75%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.35%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.53%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns13.59%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.75%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.33%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns19.57%
