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) | ₹18022 Cr | ₹264 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -0.03% | -0.02% |
| 6 Month | 1.64% | 1.49% |
| 1 Year | 6.65% | 6.43% |
| 3 Year | 6.97% | 6.67% |
| 5 Year | 5.52% | 4.98% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.77% | 0.71% |
| 1 Year | 4.67% | 4.51% |
| 3 Year | 6.81% | 6.57% |
| 5 Year | 6.38% | 6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.33% | 6.17% |
| 3 Year | 7.42% | 4.53% |
| 5 Year | 7.91% | 5.18% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 1.12% | 1.17% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
LIC MF Short Term Debt Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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