LIC MF Short Term Debt Fund Regular vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
LIC MF Short Term Debt Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹18429 Cr | ₹262 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 02 May 2002 | 01 Feb 2019 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Fund BII Index |
Turn Over | 0.0% | % |
Expense Ratio | 1.12 | 1.32 |
Manager | Abhishek Bisen | Marzban Irani |
ISIN Code | INF174K01ES7 | INF767K01PT2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
1 Month | 0.27% | 0.32% |
6 Month | 5.01% | 4.99% |
1 Year | 9.07% | 8.95% |
3 Year | 7.39% | 6.93% |
5 Year | 5.81% | 5.08% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
6 Month | 2.36% | 2.41% |
1 Year | 9.23% | 9.21% |
3 Year | 8.07% | 7.83% |
5 Year | 6.77% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
1 Year | 7.2% | 5.93% |
3 Year | 7.42% | 4.3% |
5 Year | 7.91% | 5.23% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Standard Deviation | 1.02% | 1.17% |
Sharp | 0.63% | -0.85% |
Beta | 1.18% | 2.15% |
Alpha | -0.54% | 3.31% |
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Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Name | Abhishek Bisen | Marzban Irani |
Total AUM | ₹0 Cr | ₹1914 Cr |
Funds Managed | 33 | 6 |
Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Others | 100 | 99.99 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
LIC MF Short Term Debt Fund Regular - Growth |
---|---|---|
Others | 100 | 99.99 |
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