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Kotak Bond Short Term Plan vs HDFC Short Term Debt Fund compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹18174 Cr ₹18143 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 25 Jun 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund BII Index
Turn Over 0.0% 9.03%
Expense Ratio 1.12 0.74
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01ES7 INF179K01CU6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Month -0.03% 0.11%
6 Month 4.29% 4.49%
1 Year 7.95% 8.47%
3 Year 7.09% 7.65%
5 Year 5.69% 6.29%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
6 Month 1.5% 1.73%
1 Year 7.74% 8.29%
3 Year 7.69% 8.2%
5 Year 6.61% 7.15%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Year 7.24% 8.5%
3 Year 7.42% 8.22%
5 Year 7.91% 8.26%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Standard Deviation 1.01% 0.90%
Sharp 0.53% 1.17%
Beta 1.22% 1.08%
Alpha -0.56% 0.06%

Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Funds Managed 33 12
Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100 100

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