Kotak Bond Fund vs HDFC Income Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
HDFC Income Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹2094 Cr | ₹2094 Cr | ₹956 Cr |
Min Investment | ₹100 | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹100 |
Launch Date | 25 Nov 1999 | 25 Nov 1999 | 11 Sep 2000 |
Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III |
Turn Over | % | 78% | 21.38% |
Expense Ratio | 1.65 | 1.65 | 1.39 |
Manager | Abhishek Bisen | Abhishek Bisen | Dhruv Muchhal |
ISIN Code | INF174K01EM0 | INF174K01EM0 | INF179K01962 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
1 Month | 0.3% | 0.3% | 0.26% |
6 Month | 4.12% | 4.12% | 4.13% |
1 Year | 7.75% | 7.75% | 8.05% |
3 Year | 7.36% | 7.36% | 7.4% |
5 Year | 5.35% | 5.35% | 5.03% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
6 Month | 1.6% | 1.6% | 1.46% |
1 Year | 7.49% | 7.49% | 7.68% |
3 Year | 7.83% | 7.83% | 8.06% |
5 Year | 6.59% | 6.59% | 6.5% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
1 Year | 7.89% | 7.89% | 6.66% |
3 Year | 7.7% | 7.7% | 6.69% |
5 Year | 7.95% | 7.95% | 6.64% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 2.29% |
Sharp | -0.22% | -0.22% | 0.41% |
Beta | 1.17% | 1.17% | 1.22% |
Alpha | -0.41% | -0.41% | -1.02% |
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Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Dhruv Muchhal |
Total AUM | ₹0 Cr | ₹0 Cr | ₹520687 Cr |
Funds Managed | 33 | 33 | 40 |
Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HDFC Income Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HDFC Income Fund - Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HDFC Income Fund - Growth Option |
---|---|---|---|
Others | 99.67 | 99.67 | 99.56 |
Financial Services | 0.33 | 0.33 | - |
Real Estate | - | - | 0.44 |
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