Tata Corporate Bond Fund vs Kotak Corporate Bond Fund compare
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Tata Corporate Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹19195 Cr | ₹4304 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Sep 2007 | 01 Dec 2021 |
| Category | Corporate Bond | Corporate Bond |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Corporate Bond Fund BII Index | CRISIL Corporate Bond Fund |
| Turn Over | 45% | 106% |
| Expense Ratio | 0.68 | 0.86 |
| Manager | Deepak Agrawal | Abhishek Sonthalia |
| ISIN Code | INF178L01BO1 | INF277KA1299 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.11% | 0.08% |
| 6 Month | 2.57% | 2.23% |
| 1 Year | 7.73% | 6.95% |
| 3 Year | 7.61% | 7.39% |
| 5 Year | 6.04% | - |
SIP Return Analysis
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.23% | 1.04% |
| 1 Year | 6.66% | 5.79% |
| 3 Year | 7.77% | 7.3% |
| 5 Year | 7.08% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.02% | 7.12% |
| 3 Year | 8.1% | 6.99% |
| 5 Year | 8.6% | - |
Risk Management
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1% | 1.21% |
| Sharp | -0.01% | 0.67% |
| Beta | 0.48% | 1.44% |
| Alpha | 0.01% | -0.57% |
Fund Managers
| Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Agrawal | Abhishek Sonthalia |
| Total AUM | ₹150749 Cr | ₹28928 Cr |
| Funds Managed | 14 | 4 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Corporate Bond Fund- Regular Plan-Growth Option |
Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Corporate Bond Fund- Regular Plan-Growth Option |
Tata Corporate Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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