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
| 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 | Moderate | Moderate |
| Asset Size (Cr) | ₹186 Cr | ₹15043 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Jan 2013 | 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 | 0.85 | 1.12 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01BA3 | INF174K01ES7 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Month | 0.73% | 0.77% |
| 6 Month | 3.81% | 3.96% |
| 1 Year | 7.36% | 7.37% |
| 3 Year | 7.87% | 5.23% |
| 5 Year | 7.47% | 6.08% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.22% | 3.2% |
| 3 Year | 9.27% | 8.88% |
| 5 Year | 15.42% | 14.58% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Year | 5.59% | 5.23% |
| 3 Year | 12.56% | 11.8% |
| 5 Year | 15.89% | 15.02% |
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Standard Deviation | 3.92% | 1.12% |
| Sharp | 0.5% | -0.44% |
| Beta | -0.1% | 2.01% |
| Alpha | 1.76% | 3.54% |
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| 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 |
| Fund Manage | 14 | 33 |
| Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 99.99 | 100 |
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 0.27 | 4.98 |
| Sovereign | - | 38.71 |
| Financial | - | 49.2 |
| Construction | - | 2.76 |
| Energy | - | 2.52 |
| Capital Goods | - | 1.83 |
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