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Sundaram Short Duration Fund Regular Growth vs Kotak Bond Short Term Plan compare
Sundaram Short Duration Fund Regular Growth
Kotak Bond Short Term Plan-(Growth)
Chart Comparison
Overview
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Fund | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹194 Cr | ₹18538 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹250 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 09 May 2003 | 02 May 2002 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Short duration Debt Index A-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.14 | 1.12 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01BA3 | INF174K01ES7 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Month | 0.17% | 0.16% |
| 6 Month | 2.41% | 2.26% |
| 1 Year | 7.27% | 7.27% |
| 3 Year | 7.33% | 7.14% |
| 5 Year | 5.73% | 5.54% |
SIP Return Analysis
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 6 Month | 1.16% | 1.14% |
| 1 Year | 6.2% | 6.15% |
| 3 Year | 7.34% | 7.26% |
| 5 Year | 6.75% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| 1 Year | 7.32% | 7.34% |
| 3 Year | 7.43% | 7.43% |
| 5 Year | 7.79% | 7.91% |
Risk Management
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Standard Deviation | 1.01% | 1.04% |
| Sharp | 0.68% | 0.48% |
| Beta | 1.37% | 1.48% |
| Alpha | -0.64% | -0.93% |
Fund Managers
| Scheme Name | Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Funds Managed | 14 | 33 |
| Sundaram Short Duration Fund Regular Growth | Kotak Bond Short Term Plan-(Growth) |
Market Cap
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Sundaram Short Duration Fund Regular Growth |
Kotak Bond Short Term Plan-(Growth) |
|---|---|---|
| Others | 100 | 100 |
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