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INVESCO INDIA SHORT DURATION FUND vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
INVESCO INDIA SHORT DURATION FUND - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18022 Cr | ₹1121 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 24 Mar 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index A-II |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.12 | 1.05 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01ES7 | INF205K01UN6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.05% | 0.06% |
| 6 Month | 1.78% | 1.94% |
| 1 Year | 6.8% | 7.04% |
| 3 Year | 6.99% | 7.02% |
| 5 Year | 5.52% | 5.34% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 0.77% | 0.78% |
| 1 Year | 4.67% | 4.91% |
| 3 Year | 6.81% | 6.93% |
| 5 Year | 6.38% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 7.34% | 7.59% |
| 3 Year | 7.42% | 7.17% |
| 5 Year | 7.91% | 7.52% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 1.06% | 1.08% |
| Sharp | 0.44% | 0.46% |
| Beta | 1.44% | 1.44% |
| Alpha | -0.80% | -0.75% |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Name | Abhishek Bisen | Krishna Venkat Cheemalapati |
| Total AUM | ₹0 Cr | ₹24743 Cr |
| Funds Managed | 33 | 19 |
| Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
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