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) | ₹13644 Cr | ₹24721 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 | 0.35% | 0.37% |
6 Month | 4% | 4.03% |
1 Year | 7.53% | 7.5% |
3 Year | 6.95% | 7.11% |
5 Year | 5.68% | 5.97% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
---|---|---|
6 Month | 1.45% | 1.46% |
1 Year | 7.11% | 7.19% |
3 Year | 7.21% | 7.34% |
5 Year | 6.46% | 6.63% |
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 | 0.45% | 0.45% |
Sharp | 0.51% | 0.87% |
Beta | 4.53% | 4.60% |
Alpha | -0.98% | -0.84% |
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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