Kotak Low Duration Fund vs HDFC Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
HDFC Low Duration Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Average |
Asset Size (Cr) | ₹14080 Cr | ₹24023 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Mar 2008 | 19 Nov 1999 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index B-I |
Turn Over | 1777.06% | 14.32% |
Expense Ratio | 1.17 | 1.04 |
Manager | Deepak Agrawal | Dhruv Muchhal |
ISIN Code | INF178L01202 | INF179K01442 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
1 Month | 0.51% | 0.5% |
6 Month | 4.16% | 4.26% |
1 Year | 7.77% | 7.79% |
3 Year | 7.05% | 7.25% |
5 Year | 5.7% | 5.98% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
6 Month | 2% | 2.03% |
1 Year | 8.06% | 8.16% |
3 Year | 7.45% | 7.61% |
5 Year | 6.53% | 6.72% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
1 Year | 7.34% | 7.42% |
3 Year | 7.79% | 7.08% |
5 Year | 7.97% | 6.96% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
Standard Deviation | 0.42% | 0.43% |
Sharp | 0.74% | 1.14% |
Beta | 3.90% | 4.14% |
Alpha | -0.70% | -0.58% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
Name | Deepak Agrawal | Dhruv Muchhal |
Total AUM | ₹150749 Cr | ₹520687 Cr |
Funds Managed | 14 | 40 |
Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HDFC Low Duration Fund - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HDFC Low Duration Fund - Growth |
---|---|---|
Others | 100 | 100 |
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