Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Low Duration Fund vs HSBC Low Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

Invest Now

tortoise-icon HSBC Low Duration Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Fund Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Average
Asset Size (Cr) ₹14044 Cr ₹1017 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹0
Min Addl Investment ₹100 ₹1000
Launch Date 06 Mar 2008 04 Dec 2010
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% 30%
Expense Ratio 1.17 1.09
Manager Deepak Agrawal Mahesh A Chhabria
ISIN Code INF178L01202 INF677K01452
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
1 Month 0.55% 0.48%
6 Month 3.29% 3.27%
1 Year 7.34% 8.76%
3 Year 7.11% 7.78%
5 Year 5.66% 6.04%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
6 Month 1.47% 1.45%
1 Year 6.95% 8.16%
3 Year 7.19% 8.06%
5 Year 6.54% 7.14%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
1 Year 7.35% 7.45%
3 Year 7.78% 7.25%
5 Year 7.95% 7.29%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Standard Deviation 0.41% 0.96%
Sharp 0.83% 1.01%
Beta 1.26% 2.70%
Alpha -0.82% -1.54%

Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Name Deepak Agrawal Mahesh A Chhabria
Total AUM ₹150749 Cr ₹15021 Cr
Funds Managed 14 9
Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

HSBC Low Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

HSBC Low Duration Fund - Regular Growth

Others 100 100

Top Comparisons

FRANKLIN INDIA MONEY MARKET FUND-GROWTH FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.5%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns7.26%

Compare Now

Nippon India Medium Duration Fund - Growth Option Nippon India Medium Duration Fund - Growth Option

3Y Returns8.48%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.92%

Compare Now

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns6.93%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.98%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns16.4%

VS

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns16.02%

Compare Now
Add to Cart Successfully