Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Short Term Debt Fund - Growth Option

Invest Now

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) ₹18156 Cr ₹17622 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 0.43% 0.6%
6 Month 2.73% 3.24%
1 Year 7.69% 8.28%
3 Year 7.23% 7.88%
5 Year 5.6% 6.21%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
6 Month 1.34% 1.61%
1 Year 6.93% 7.73%
3 Year 7.5% 8.07%
5 Year 6.67% 7.23%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Year 7.33% 8.48%
3 Year 7.43% 8.11%
5 Year 7.91% 8.25%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Standard Deviation 1.05% 0.90%
Sharp 0.55% 1.28%
Beta 1.46% 1.26%
Alpha -0.94% -0.16%

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

Top Comparisons

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns6.82%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns7.04%

Compare Now

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns21.61%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.33%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.86%

VS

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.35%

Compare Now

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns25.35%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns11.06%

Compare Now
Add to Cart Successfully