Kotak Bond Short Term Plan vs SBI Short Horizon Debt Fund compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹18429 Cr | ₹14733 Cr |
Min Investment | ₹100 | ₹10000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹5000 |
Launch Date | 02 May 2002 | 27 Jul 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | BSE India Bond Index |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 1.12 | 0.85 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01ES7 | INF200K01IG6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Month | 0.13% | 0.2% |
6 Month | 4.92% | 5.04% |
1 Year | 9% | 9.14% |
3 Year | 7.37% | 7.44% |
5 Year | 5.82% | 5.86% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
6 Month | 2.32% | 2.42% |
1 Year | 9.06% | 9.41% |
3 Year | 8% | 8.15% |
5 Year | 6.7% | 6.86% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Year | 7.2% | 7.66% |
3 Year | 7.42% | 7.4% |
5 Year | 7.91% | 7.83% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Standard Deviation | 1.02% | 0.94% |
Sharp | 0.63% | 0.80% |
Beta | 1.18% | 1.06% |
Alpha | -0.54% | -0.31% |
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Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
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