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Kotak Bond Short Term Plan vs Tata Short Term Bond Fund compare

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

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tortoise-icon Tata Short Term Bond Fund -Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16979 Cr ₹2720 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 09 Aug 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.12 1.19
Manager Abhishek Bisen Murthy Nagarajan
ISIN Code INF174K01ES7 INF277K01972
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.99% 0.83%
6 Month 5.3% 5.12%
1 Year 9.44% 8.9%
3 Year 7.37% 7.11%
5 Year 6.13% 5.81%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month 3.12% 2.93%
1 Year 10.33% 9.82%
3 Year 8.24% 7.93%
5 Year 6.78% 6.52%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.16% 7.14%
3 Year 7.44% 7.01%
5 Year 7.92% 7.67%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 1.111% 1.085%
Sharp -0.554% -0.631%
Beta 0.928% 0.854%
Alpha -0.479% -0.547%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Abhishek Bisen Murthy Nagarajan
Total AUM ₹0 Cr ₹18015 Cr
Funds Managed 33 11
Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

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