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Tata Short Term Bond Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹18156 Cr | ₹3305 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 09 Aug 2002 |
| 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 | 1.19 |
| Manager | Abhishek Bisen | Murthy Nagarajan |
| ISIN Code | INF174K01ES7 | INF277K01972 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.58% | 0.54% |
| 6 Month | 2.86% | 2.51% |
| 1 Year | 7.67% | 7.25% |
| 3 Year | 7.33% | 7.14% |
| 5 Year | 5.61% | 5.32% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.73% | 0.68% |
| 1 Year | 5.85% | 5.42% |
| 3 Year | 7.15% | 6.81% |
| 5 Year | 6.43% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.25% | 7.25% |
| 3 Year | 7.41% | 7% |
| 5 Year | 7.9% | 7.64% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 1.05% | 1.05% |
| Sharp | 0.55% | 0.39% |
| Beta | 1.46% | 1.38% |
| Alpha | -0.94% | -1.02% |
Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Murthy Nagarajan |
| Total AUM | ₹0 Cr | ₹18015 Cr |
| Funds Managed | 33 | 11 |
| Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
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