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Kotak Low Duration Fund vs HSBC Low Duration Fund compare

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

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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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) ₹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 0.51% 0.52%
6 Month 3.01% 3.08%
1 Year 7.23% 8.66%
3 Year 7.06% 7.73%
5 Year 5.64% 6.04%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
6 Month 1.45% 1.45%
1 Year 6.78% 8.03%
3 Year 7.14% 8.02%
5 Year 6.54% 7.15%

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 0.41% 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

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