Kotak Bond Short Term Plan vs HDFC Short Term Debt Fund compare
Kotak Bond Short Term Plan-(Growth)
HDFC Short Term Debt Fund - Growth Option
Chart Comparison
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) | ₹18538 Cr | ₹18412 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 | 0.13% | 0.15% |
| 6 Month | 2.39% | 2.8% |
| 1 Year | 7.4% | 7.91% |
| 3 Year | 7.15% | 7.75% |
| 5 Year | 5.54% | 6.12% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.11% | 1.3% |
| 1 Year | 5.77% | 6.52% |
| 3 Year | 7.17% | 7.74% |
| 5 Year | 6.55% | 7.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.34% | 8.47% |
| 3 Year | 7.43% | 8.08% |
| 5 Year | 7.91% | 8.24% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | HDFC Short Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.12% | 0.90% |
| Sharp | -0.44% | 1.23% |
| Beta | 2.01% | 1.28% |
| Alpha | 3.54% | -0.14% |
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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