Aditya Birla Sun Life Low Duration Fund vs Kotak Low Duration Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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Chart Comparison

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

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9372 Cr ₹10806 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Mar 2008 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund BI Index
Turn Over 1777.06% 20%
Expense Ratio 1.17 1.22
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF178L01202 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.64% 0.57%
6 Month 3.79% 3.62%
1 Year 7.34% 7.15%
3 Year 5.79% 5.88%
5 Year 5.83% 5.8%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 7.41% 7.11%
3 Year 6.68% 6.6%
5 Year 5.94% 5.94%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 7.3% 7.48%
3 Year 7.83% 7.18%
5 Year 8.07% 6.69%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.69% 0.59%
Sharp -0.36% -0.24%
Beta 1.37% 1.28%
Alpha 2.5% 2.42%

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Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 97.7

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 4.35
Sovereign - 12.37
Construction - 1.97
Financial - 73.78
Communication - 4.82
Energy - 0.41

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