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

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

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tortoise-icon LIC MF Short Term Debt 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 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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