- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Short Horizon Debt Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18022 Cr | ₹17516 Cr |
| Min Investment | ₹100 | ₹10000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹5000 |
| Launch Date | 02 May 2002 | 27 Jul 2007 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | BSE India Bond Index |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.12 | 0.85 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01ES7 | INF200K01IG6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 1 Month | 0.1% | 0.14% |
| 6 Month | 1.69% | 1.98% |
| 1 Year | 6.71% | 7.2% |
| 3 Year | 6.99% | 7.21% |
| 5 Year | 5.55% | 5.7% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 6 Month | 0.77% | 0.83% |
| 1 Year | 4.67% | 5.16% |
| 3 Year | 6.81% | 7.1% |
| 5 Year | 6.38% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 1 Year | 7.33% | 7.75% |
| 3 Year | 7.42% | 7.44% |
| 5 Year | 7.91% | 7.78% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Standard Deviation | 1.12% | 1.02% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns21.27%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.71%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.07%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.2%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns16.29%
Kotak Large & Midcap Fund - Growth
3Y Returns18.62%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns22.78%
