Kotak Bond Fund vs HDFC Income Fund compare

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Kotak Bond Fund (G)

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Kotak Bond Fund - Regular Plan Growth

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HDFC Income Fund - Growth Option

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Chart Comparison

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

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)	₹2053 Cr	₹2053 Cr	₹915 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	0.24%	0.24%	0.46%
6 Month	0.3%	0.3%	0.05%
1 Year	5.25%	5.25%	5.54%
3 Year	6.76%	6.76%	6.81%
5 Year	4.97%	4.97%	4.74%

SIP Return Analysis

Scheme Name	Kotak Bond Fund (G)	Kotak Bond Fund - Regular Plan Growth	HDFC Income Fund - Growth Option
6 Month	0.69%	0.69%	0.73%
1 Year	3.87%	3.87%	3.93%
3 Year	6.47%	6.47%	6.7%
5 Year	6.06%	6.06%	6.04%

Rolling Lumpsum Returns

Scheme Name	Kotak Bond Fund (G)	Kotak Bond Fund - Regular Plan Growth	HDFC Income Fund - Growth Option
1 Year	7.2%	7.2%	6.43%
3 Year	7.5%	7.5%	6.74%
5 Year	7.83%	7.83%	6.63%

Risk Management

Scheme Name	Kotak Bond Fund (G)	Kotak Bond Fund - Regular Plan Growth	HDFC Income Fund - Growth Option
Standard Deviation	2.25%	2.25%	2.47%
Sharp	0.06%	0.06%	0.05%
Beta	1.17%	1.17%	1.27%
Alpha	-1.24%	-1.24%	-1.37%

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	99.63	99.63	99.51
Construction	0.37	-	-
Financial Services	-	0.37	-
Real Estate	-	-	0.49

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation