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) | ₹14044 Cr | ₹13097 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 | 0.56% | 0.55% |
| 6 Month | 3.28% | 3.25% |
| 1 Year | 7.28% | 7.17% |
| 3 Year | 7.1% | 7% |
| 5 Year | 5.66% | 5.69% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.46% | 1.44% |
| 1 Year | 7.04% | 6.91% |
| 3 Year | 7.21% | 7.07% |
| 5 Year | 6.53% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.35% | 7.45% |
| 3 Year | 7.78% | 7.1% |
| 5 Year | 7.95% | 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 | 0.43% | 0.41% |
| Sharp | 0.62% | 0.46% |
| Beta | 4.60% | 4.35% |
| Alpha | -0.95% | -0.96% |
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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