Aditya Birla Sun Life Income Fund vs Kotak Bond Fund compare

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tortoise-icon Kotak Bond Fund (G)

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tortoise-icon Kotak Bond Fund - Regular Plan Growth

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹2160 Cr ₹2160 Cr ₹1910 Cr
Min Investment ₹100 ₹100 ₹1000
Min SIP Invesment ₹100 ₹100 ₹1000
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 25 Nov 1999 25 Nov 1999 05 Oct 1995
Category Medium to Long Duration Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund AIII Index
Turn Over % 78% 78%
Expense Ratio 1.64 1.64 1.09
Manager Abhishek Bisen Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01EM0 INF174K01EM0 INF209K01579
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Month 0.2% 0.2% 0.19%
6 Month 4.31% 4.31% 4.51%
1 Year 8.42% 8.42% 8.74%
3 Year 5.28% 5.28% 5.54%
5 Year 6.19% 6.19% 6.6%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
6 Month - - -
1 Year 8.64% 8.64% 8.95%
3 Year 7.15% 7.15% 7.17%
5 Year 6.1% 6.1% 6.4%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Year 7.75% 7.75% 9.45%
3 Year 7.75% 7.75% 8.28%
5 Year 8.03% 8.03% 8.41%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Standard Deviation 2.18% 2.18% 2.15%
Sharp -0.22% -0.22% -0.17%
Beta 1.17% 1.17% 1.13%
Alpha -0.41% -0.41% -0.3%

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Fund Managers

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Name Abhishek Bisen Abhishek Bisen Dhaval Joshi
Total AUM ₹0 Cr ₹0 Cr ₹361932 Cr
Fund Manage 33 33 55
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 99.3 100 99.97

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 0.25 4.51 16
Construction 0.33 0.48 -
Sovereign - 82.98 57.4
Financial - 12.03 26.57

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