SBI Short Term Debt Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Term Debt Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18538 Cr | ₹17716 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| 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 | CRISIL Short Duration Fund AII Index |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.12 | 0.85 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01ES7 | INF200K01HZ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 0.14% | 0.11% |
| 6 Month | 2.28% | 2.65% |
| 1 Year | 7.22% | 7.72% |
| 3 Year | 7.1% | 7.36% |
| 5 Year | 5.52% | 5.67% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.14% | 1.24% |
| 1 Year | 6.15% | 6.72% |
| 3 Year | 7.26% | 7.55% |
| 5 Year | 6.57% | 6.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.34% | 7.49% |
| 3 Year | 7.43% | 7.46% |
| 5 Year | 7.91% | 7.68% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | 1.12% | 1.02% |
| Sharp | -0.44% | -0.34% |
| Beta | 2.01% | 1.98% |
| Alpha | 3.54% | 3.63% |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
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