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SBI Short Term Debt Fund 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 SBI Short Term Debt Fund - Regular Plan -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) 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) ₹18174 Cr ₹16453 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 0.02% 0.15%
6 Month 4.33% 4.61%
1 Year 7.97% 8.42%
3 Year 7.1% 7.34%
5 Year 5.69% 5.8%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
6 Month 1.5% 1.74%
1 Year 7.74% 8.39%
3 Year 7.69% 7.95%
5 Year 6.61% 6.83%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
1 Year 7.24% 7.67%
3 Year 7.42% 7.71%
5 Year 7.91% 7.9%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
Standard Deviation 1.01% 0.95%
Sharp 0.53% 0.74%
Beta 1.22% 1.14%
Alpha -0.56% -0.33%

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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