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) | ₹2088 Cr | ₹2088 Cr | ₹49 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 | 0.95% | 0.95% | 0.92% |
6 Month | 4.88% | 4.88% | 5.21% |
1 Year | 9.73% | 9.73% | 9.58% |
3 Year | 7.58% | 7.58% | 6.92% |
5 Year | 6.01% | 6.01% | 4.84% |
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 | 2.78% | 2.78% | 2.99% |
1 Year | 9.4% | 9.4% | 9.74% |
3 Year | 8.3% | 8.3% | 7.83% |
5 Year | 6.67% | 6.67% | 5.95% |
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 | 7.84% | 7.84% | 6.07% |
3 Year | 7.72% | 7.72% | 6.83% |
5 Year | 8% | 8% | 7% |
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% | 2.279% |
Sharp | -0.22% | -0.22% | -0.714% |
Beta | 1.17% | 1.17% | 1.036% |
Alpha | -0.41% | -0.41% | -1.506% |
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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 | 99.66 | 99.66 | 100 |
Construction | 0.34 | - | - |
Financial Services | - | 0.34 | - |
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