- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹214 Cr | ₹18429 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 | 0.2% | 0.13% |
| 6 Month | 4.76% | 4.92% |
| 1 Year | 9.06% | 9% |
| 3 Year | 7.47% | 7.37% |
| 5 Year | 7.27% | 5.82% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 6 Month | 2.25% | 2.32% |
| 1 Year | 8.97% | 9.06% |
| 3 Year | 8.08% | 8% |
| 5 Year | 6.87% | 6.7% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Year | 7.08% | 7.2% |
| 3 Year | 7.25% | 7.42% |
| 5 Year | 7.8% | 7.91% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Standard Deviation | 0.99% | 1.02% |
| Sharp | 0.74% | 0.63% |
| Beta | 1.03% | 1.18% |
| Alpha | -0.32% | -0.54% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Franklin Build India Fund Growth Plan
3Y Returns34.27%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns28.1%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns20.8%
Invesco India Flexi Cap Fund - Growth
3Y Returns28.08%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns20.54%
