- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Bond Short Term Plan vs Aditya Birla Sun Life Short Term Fund compare
Kotak Bond Short Term Plan-(Growth)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16979 Cr | ₹8141 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 09 May 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.12 | 0.95 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174K01ES7 | INF209K01942 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.7% | 0.65% |
| 6 Month | 4.83% | 4.76% |
| 1 Year | 9.1% | 9.11% |
| 3 Year | 7.42% | 7.67% |
| 5 Year | 6.04% | 6.95% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.7% | 2.62% |
| 1 Year | 9.56% | 9.54% |
| 3 Year | 8.07% | 8.21% |
| 5 Year | 6.73% | 7.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.2% | 7.19% |
| 3 Year | 7.42% | 7.51% |
| 5 Year | 7.91% | 7.95% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.111% | 0.946% |
| Sharp | -0.554% | 0.02% |
| Beta | 0.928% | 0.744% |
| Alpha | -0.479% | 0.064% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 33 | 55 |
| Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Small Cap Fund Regular Growth
3Y Returns29.69%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns22.23%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns21.86%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.47%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.49%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.13%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns19.13%
