- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹18067 Cr | ₹3459 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 | 0.47% | 0.45% |
| 6 Month | 4.77% | 4.44% |
| 1 Year | 8.56% | 8.09% |
| 3 Year | 7.27% | 6.99% |
| 5 Year | 5.7% | 5.37% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.96% | 1.76% |
| 1 Year | 8.61% | 8.04% |
| 3 Year | 7.94% | 7.59% |
| 5 Year | 6.73% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.24% | 7.23% |
| 3 Year | 7.42% | 7.01% |
| 5 Year | 7.91% | 7.65% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 1.01% | 1.05% |
| Sharp | 0.53% | 0.28% |
| Beta | 1.19% | 1.16% |
| Alpha | -0.58% | -0.84% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.12%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.61%
HDFC Focused Fund - GROWTH PLAN
3Y Returns22.86%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns24.73%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.17%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.17%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.58%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.85%
