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) | ₹16979 Cr | ₹2720 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 | 1.47% | 1.35% |
6 Month | 4.68% | 4.62% |
1 Year | 9.17% | 8.87% |
3 Year | 6.78% | 6.63% |
5 Year | 6.26% | 6.06% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | 3.01% | 2.91% |
1 Year | 9.92% | 9.58% |
3 Year | 8.04% | 7.8% |
5 Year | 6.63% | 6.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 7.16% | 7.14% |
3 Year | 7.44% | 7.01% |
5 Year | 7.92% | 7.67% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 1.111% | 1.085% |
Sharp | -0.554% | -0.631% |
Beta | 0.928% | 0.854% |
Alpha | -0.479% | -0.547% |
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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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