Nippon India Income Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderate |
Asset Size (Cr) | ₹2061 Cr | ₹2061 Cr | ₹426 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 25 Nov 1999 | 25 Nov 1999 | 01 Jan 1998 |
Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index A-III |
Turn Over | % | 78% | 78% |
Expense Ratio | 1.65 | 1.65 | 1.52 |
Manager | Abhishek Bisen | Abhishek Bisen | Vivek Sharma |
ISIN Code | INF174K01EM0 | INF174K01EM0 | INF204K01CL1 |
Exits Load | Data not available./365 | Data not available./365 | Nippon India Income Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
1 Month | -0.07% | -0.07% | -0.08% |
6 Month | 2.83% | 2.83% | 2.13% |
1 Year | 5.54% | 5.54% | 4.76% |
3 Year | 6.74% | 6.74% | 6.74% |
5 Year | 5.37% | 5.37% | 5.11% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
6 Month | -0.05% | -0.05% | -0.46% |
1 Year | 4.28% | 4.28% | 3.23% |
3 Year | 6.69% | 6.69% | 6.24% |
5 Year | 6% | 6% | 5.87% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
1 Year | 7.89% | 7.89% | 8.18% |
3 Year | 7.7% | 7.7% | 7.76% |
5 Year | 7.95% | 7.95% | 7.94% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 2.41% |
Sharp | -0.22% | -0.22% | -0.04% |
Beta | 1.17% | 1.17% | 1.16% |
Alpha | -0.41% | -0.41% | -0.92% |
Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Vivek Sharma |
Total AUM | ₹0 Cr | ₹0 Cr | ₹39796 Cr |
Funds Managed | 33 | 33 | 12 |
Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option |
---|---|---|---|
Others | 99.65 | 99.65 | 100 |
Financial Services | 0.35 | 0.35 | - |
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