Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Short Term Debt Fund Regular vs Kotak Bond Short Term Plan compare

Link copied to clipboard!

tortoise-icon Kotak Bond Short Term Plan-(Growth)

Invest Now

tortoise-icon LIC MF Short Term Debt Fund Regular - Growth

Invest Now

Chart Comparison

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

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) ₹16979 Cr ₹121 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 0.99% 1.02%
6 Month 5.3% 5.25%
1 Year 9.44% 9.13%
3 Year 7.37% 6.91%
5 Year 6.13% 5.38%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
6 Month 3.12% 3.03%
1 Year 10.33% 10.02%
3 Year 8.24% 7.88%
5 Year 6.78% 6.25%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
1 Year 7.16% 5.82%
3 Year 7.44% 4.19%
5 Year 7.92% 5.22%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 1.111% 1.17%
Sharp -0.554% -0.85%
Beta 0.928% 2.15%
Alpha -0.479% 3.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100 100.02

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

LIC MF Short Term Debt Fund Regular - Growth

Others 100 100.02

Top Comparisons

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns11.62%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns12.36%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns7.4%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns6.92%

Compare Now

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns21.44%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns20.77%

Compare Now

HDFC Small Cap Fund Regular Growth HDFC Small Cap Fund Regular Growth

3Y Returns25.4%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns23.65%

Compare Now
Add to Cart Successfully