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Kotak Bond Short Term Plan vs Axis Short Term Fund compare
Kotak Bond Short Term Plan-(Growth)
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18230 Cr | ₹12129 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 22 Jan 2010 |
| 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% | 0.0% |
| Expense Ratio | 1.12 | 0.89 |
| Manager | Abhishek Bisen | Devang Shah |
| ISIN Code | INF174K01ES7 | INF846K01644 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.32% | 0.42% |
| 6 Month | 4.23% | 4.76% |
| 1 Year | 7.65% | 8.5% |
| 3 Year | 7.14% | 7.52% |
| 5 Year | 5.73% | 6.13% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.11% | 1.45% |
| 1 Year | 7.09% | 8.15% |
| 3 Year | 7.5% | 8.04% |
| 5 Year | 6.54% | 7.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 8.02% |
| 3 Year | 7.42% | 8.01% |
| 5 Year | 7.91% | 7.97% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.10% | 1.02% |
| Sharp | 0.26% | 0.67% |
| Beta | 1.28% | 1.21% |
| Alpha | -0.66% | -0.21% |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Devang Shah |
| Total AUM | ₹0 Cr | ₹60014 Cr |
| Funds Managed | 33 | 15 |
| Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Axis Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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