Mirae Asset Short Duration Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Mirae Asset Short Duration Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18310 Cr | ₹697 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 16 Mar 2018 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Debt A-II Index |
| Turn Over | 0.0% | 116% |
| Expense Ratio | 1.12 | 1.12 |
| Manager | Abhishek Bisen | Basant Bafna |
| ISIN Code | INF174K01ES7 | INF769K01DU2 |
| Exits Load | Data not available./365 | Mirae Asset Short Duration Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.43% | 0.49% |
| 6 Month | 2.73% | 2.82% |
| 1 Year | 7.69% | 7.97% |
| 3 Year | 7.23% | 7.23% |
| 5 Year | 5.6% | 5.53% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.34% | 1.42% |
| 1 Year | 6.93% | 7.13% |
| 3 Year | 7.5% | 7.49% |
| 5 Year | 6.67% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.33% | 6.65% |
| 3 Year | 7.43% | 5.42% |
| 5 Year | 7.91% | 5.83% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.05% | 0.99% |
| Sharp | 0.55% | 0.53% |
| Beta | 1.46% | 1.37% |
| Alpha | -0.94% | -0.89% |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Name | Abhishek Bisen | Basant Bafna |
| Total AUM | ₹0 Cr | ₹1022 Cr |
| Funds Managed | 33 | 4 |
| Kotak Bond Short Term Plan-(Growth) | Mirae Asset Short Duration Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Mirae Asset Short Duration Fund- Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
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