- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹18156 Cr | ₹925 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 | 0.51% | 0.62% |
| 6 Month | 3.15% | 3.46% |
| 1 Year | 7.69% | 8.06% |
| 3 Year | 7.24% | 7.34% |
| 5 Year | 5.62% | 5.41% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | 1.22% | 1.31% |
| 1 Year | 6.92% | 7.3% |
| 3 Year | 7.52% | 7.68% |
| 5 Year | 6.67% | 6.63% |
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 | 7.43% | 7.14% |
| 5 Year | 7.91% | 7.54% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | INVESCO INDIA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 1.05% | 1.05% |
| Sharp | 0.55% | 0.58% |
| Beta | 1.46% | 1.42% |
| Alpha | -0.94% | -0.86% |
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 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.11%
Kotak Banking and PSU Debt - Growth
3Y Returns7.6%
ICICI Prudential Quant Fund Growth
3Y Returns16.83%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.03%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.52%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.28%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.59%
LIC MF Large Cap Fund-Growth
3Y Returns11.64%
