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INVESCO INDIA SHORT DURATION FUND vs Kotak Bond Short Term Plan compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹18230 Cr ₹804 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 0.26% 0.29%
6 Month 4.24% 4.42%
1 Year 7.57% 7.74%
3 Year 7.12% 7.12%
5 Year 5.72% 5.48%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
6 Month 1.11% 1.29%
1 Year 7.09% 7.54%
3 Year 7.5% 7.64%
5 Year 6.54% 6.48%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.24% 7.54%
3 Year 7.42% 7.14%
5 Year 7.91% 7.56%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 1.10% 1.12%
Sharp 0.26% 0.25%
Beta 1.28% 1.28%
Alpha -0.66% -0.65%

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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