Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Bond Fund vs LIC MF Bond Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bond Fund (G)

Invest Now

tortoise-icon Kotak Bond Fund - Regular Plan Growth

Invest Now

tortoise-icon LIC MF Bond Fund-Regular Plan-Growth

Invest Now

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 LIC MF Bond Fund-Regular Plan-Growth
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Low to Moderate
Asset Size (Cr) ₹2061 Cr ₹2061 Cr ₹203 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹100 ₹100 ₹1000
Min Addl Investment ₹100 ₹100 ₹500
Launch Date 25 Nov 1999 25 Nov 1999 26 Mar 1999
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% 46%
Expense Ratio 1.65 1.65 1.22
Manager Abhishek Bisen Abhishek Bisen Marzban Irani
ISIN Code INF174K01EM0 INF174K01EM0 INF767K01923
Exits Load Data not available./365 Data not available./365 LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
1 Month 0.21% 0.21% -0.33%
6 Month 2.82% 2.82% 3.57%
1 Year 5.58% 5.58% 6.76%
3 Year 6.66% 6.66% 7.01%
5 Year 5.36% 5.36% 5.21%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
6 Month -0.05% -0.05% -0.16%
1 Year 4.28% 4.28% 4.93%
3 Year 6.69% 6.69% 7.23%
5 Year 6% 6% 6.39%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
1 Year 7.89% 7.89% 7.8%
3 Year 7.7% 7.7% 7.29%
5 Year 7.95% 7.95% 7.37%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
Standard Deviation 2.18% 2.18% 2.42%
Sharp -0.22% -0.22% 0.12%
Beta 1.17% 1.17% 1.23%
Alpha -0.41% -0.41% -0.58%

Fund Managers

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth
Name Abhishek Bisen Abhishek Bisen Marzban Irani
Total AUM ₹0 Cr ₹0 Cr ₹1914 Cr
Funds Managed 33 33 6
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth LIC MF Bond Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

LIC MF Bond Fund-Regular Plan-Growth

Others 100 100 100

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

LIC MF Bond Fund-Regular Plan-Growth

Others 99.65 99.65 100
Financial Services 0.35 0.35 -

Top Comparisons

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns27.31%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns27.52%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.93%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.93%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.06%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.85%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.57%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.19%

Compare Now
Add to Cart Successfully