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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) ₹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 0.08% -0.01%
6 Month 1.86% 1.87%
1 Year 6.66% 6.73%
3 Year 7.06% 7.04%
5 Year 5.56% 5.37%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
6 Month 0.81% 0.8%
1 Year 4.52% 4.68%
3 Year 6.76% 6.87%
5 Year 6.36% 6.33%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.33% 7.59%
3 Year 7.42% 7.16%
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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