Kotak Low Duration Fund vs HSBC Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
HSBC Low Duration Fund - Regular Growth
Chart Comparison
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) | ₹14507 Cr | ₹1182 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| 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 | 0.5% | 0.52% |
| 6 Month | 2.96% | 3.01% |
| 1 Year | 7.24% | 8.63% |
| 3 Year | 7.05% | 7.72% |
| 5 Year | 5.66% | 6.05% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.5% | 1.51% |
| 1 Year | 6.83% | 7.85% |
| 3 Year | 7.16% | 8.01% |
| 5 Year | 6.55% | 7.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.35% | 7.48% |
| 3 Year | 7.75% | 7.54% |
| 5 Year | 7.93% | 7.23% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.96% |
| Sharp | -0.36% | 1.01% |
| Beta | 1.37% | 2.70% |
| Alpha | 2.5% | -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 |
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