- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Short Duration Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹18156 Cr | ₹3231 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 | 0.52% | 0.51% |
| 6 Month | 2.87% | 3.09% |
| 1 Year | 7.73% | 7.89% |
| 3 Year | 7.37% | 7.57% |
| 5 Year | 5.6% | 6.92% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.24% | 1.34% |
| 1 Year | 6.87% | 7.1% |
| 3 Year | 7.5% | 7.67% |
| 5 Year | 6.64% | 7.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.25% | 8.02% |
| 3 Year | 7.41% | 7.54% |
| 5 Year | 7.9% | 7.37% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.05% | 2.58% |
| Sharp | 0.55% | 0.59% |
| Beta | 1.46% | 0.42% |
| Alpha | -0.94% | 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 | 99.96 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
UTI Short Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.96 |
Top Comparisons
Franklin India Large Cap Fund-Growth
3Y Returns14.74%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.55%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.78%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.43%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.48%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.6%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24.9%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns15.46%
