Kotak Low Duration Fund vs Aditya Birla Sun Life Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹14080 Cr | ₹14081 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Mar 2008 | 14 May 1998 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund BI Index |
Turn Over | 1777.06% | 20% |
Expense Ratio | 1.17 | 1.19 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF178L01202 | INF209K01LQ0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Month | 0.54% | 0.59% |
6 Month | 4.16% | 4.12% |
1 Year | 7.75% | 7.58% |
3 Year | 7.05% | 6.93% |
5 Year | 5.71% | 5.73% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
6 Month | 2% | 2% |
1 Year | 8.06% | 7.96% |
3 Year | 7.45% | 7.33% |
5 Year | 6.53% | 6.5% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Year | 7.32% | 7.42% |
3 Year | 7.81% | 7.14% |
5 Year | 8% | 6.68% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Standard Deviation | 0.42% | 0.41% |
Sharp | 0.74% | 0.45% |
Beta | 3.90% | 3.81% |
Alpha | -0.70% | -0.82% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Name | Deepak Agrawal | Dhaval Joshi |
Total AUM | ₹150749 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 |
Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
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