Kotak Bond Fund vs HSBC Medium to Long Duration Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹2061 Cr | ₹2061 Cr | ₹48 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 25 Nov 1999 | 25 Nov 1999 | 10 Dec 2002 |
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 | CRISIL Medium to Long Duration Fund BIII Index |
Turn Over | % | 78% | 27% |
Expense Ratio | 1.65 | 1.65 | 1.9 |
Manager | Abhishek Bisen | Abhishek Bisen | Shriram Ramanathan |
ISIN Code | INF174K01EM0 | INF174K01EM0 | INF336L01776 |
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 | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
1 Month | -0.07% | -0.07% | 0.1% |
6 Month | 2.83% | 2.83% | 3.13% |
1 Year | 5.54% | 5.54% | 5.67% |
3 Year | 6.74% | 6.74% | 6.29% |
5 Year | 5.37% | 5.37% | 4.52% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
6 Month | -0.05% | -0.05% | 0.18% |
1 Year | 4.28% | 4.28% | 4.91% |
3 Year | 6.69% | 6.69% | 6.47% |
5 Year | 6% | 6% | 5.46% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
1 Year | 7.89% | 7.89% | 6.21% |
3 Year | 7.7% | 7.7% | 6.8% |
5 Year | 7.95% | 7.95% | 6.99% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 2.37% |
Sharp | -0.22% | -0.22% | -0.30% |
Beta | 1.17% | 1.17% | 1.20% |
Alpha | -0.41% | -0.41% | -1.54% |
Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Shriram Ramanathan |
Total AUM | ₹0 Cr | ₹0 Cr | ₹32638 Cr |
Funds Managed | 33 | 33 | 11 |
Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
---|---|---|---|
Others | 99.65 | 99.65 | 100 |
Financial Services | 0.35 | 0.35 | - |
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