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UTI Short Duration Fund vs Kotak Bond Short Term Plan compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹18174 Cr ₹3296 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 02 May 2002 19 Sep 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 270%
Expense Ratio 1.12 0.84
Manager Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01ES7 INF789F01QA4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Month -0.03% 0.08%
6 Month 4.29% 4.35%
1 Year 7.95% 8.2%
3 Year 7.09% 7.41%
5 Year 5.69% 6.98%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
6 Month 1.5% 1.66%
1 Year 7.74% 7.99%
3 Year 7.69% 7.87%
5 Year 6.61% 7.35%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7.24% 8.01%
3 Year 7.42% 7.56%
5 Year 7.91% 7.4%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.01% 2.58%
Sharp 0.53% 0.59%
Beta 1.22% 0.42%
Alpha -0.56% 2.36%

Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Name Abhishek Bisen Sudhir Agrawal
Total AUM ₹0 Cr ₹7736 Cr
Funds Managed 33 6
Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100

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