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Kotak Bond Short Term Plan vs Sundaram Short Duration Fund Regular Growth compare
Sundaram Short Duration Fund Regular Growth
Kotak Bond Short Term Plan-(Growth)
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹215 Cr | ₹18174 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 09 May 2003 | 02 May 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 1.12 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01BA3 | INF174K01ES7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Month | -0.02% | -0.03% |
| 6 Month | 4.16% | 4.29% |
| 1 Year | 8.16% | 7.95% |
| 3 Year | 7.3% | 7.09% |
| 5 Year | 5.8% | 5.69% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 6 Month | 1.58% | 1.5% |
| 1 Year | 7.77% | 7.74% |
| 3 Year | 7.81% | 7.69% |
| 5 Year | 6.81% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Year | 7.13% | 7.24% |
| 3 Year | 7.27% | 7.42% |
| 5 Year | 7.79% | 7.91% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Standard Deviation | 0.97% | 1.01% |
| Sharp | 0.73% | 0.53% |
| Beta | 1.09% | 1.22% |
| Alpha | -0.28% | -0.56% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Funds Managed | 14 | 33 |
| Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
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