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Kotak Bond Short Term Plan vs UTI Short Duration Fund compare
Kotak Bond Short Term Plan-(Growth)
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18022 Cr | ₹3181 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 02 May 2002 | 19 Sep 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Ultra Short Duration Fund BI Index |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 1.12 | 0.84 |
| Manager | Abhishek Bisen | Sudhir Agrawal |
| ISIN Code | INF174K01ES7 | INF789F01QA4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.05% | -0.03% |
| 6 Month | 1.76% | 1.87% |
| 1 Year | 6.59% | 6.68% |
| 3 Year | 7% | 7.18% |
| 5 Year | 5.55% | 6.86% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.8% | 0.76% |
| 1 Year | 4.59% | 4.73% |
| 3 Year | 6.79% | 6.9% |
| 5 Year | 6.37% | 6.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.33% | 7.77% |
| 3 Year | 7.42% | 7.46% |
| 5 Year | 7.91% | 7.16% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.12% | 2.58% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sudhir Agrawal |
| Total AUM | ₹0 Cr | ₹7736 Cr |
| Funds Managed | 33 | 6 |
| Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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