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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) | ₹18156 Cr | ₹4455 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 | 0.5% | 0.59% |
| 6 Month | 3.14% | 3.5% |
| 1 Year | 7.69% | 8.18% |
| 3 Year | 7.25% | 7.42% |
| 5 Year | 5.63% | 5.58% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.22% | 1.35% |
| 1 Year | 6.92% | 7.5% |
| 3 Year | 7.52% | 7.74% |
| 5 Year | 6.67% | 6.73% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.33% | 7.87% |
| 3 Year | 7.43% | 7.34% |
| 5 Year | 7.91% | 7.5% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.05% | 0.99% |
| Sharp | 0.55% | 0.69% |
| Beta | 1.46% | 1.38% |
| Alpha | -0.94% | -0.74% |
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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