Aditya Birla Sun Life Short Term Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16979 Cr | ₹8141 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 May 2002 | 09 May 2003 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
Turn Over | 0.0% | 78% |
Expense Ratio | 1.12 | 0.95 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174K01ES7 | INF209K01942 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Month | 1.8% | 1.72% |
6 Month | 4.7% | 4.79% |
1 Year | 9.34% | 9.42% |
3 Year | 6.78% | 7.19% |
5 Year | 6.19% | 7.04% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
6 Month | 2.98% | 2.92% |
1 Year | 9.87% | 9.87% |
3 Year | 7.99% | 8.16% |
5 Year | 6.6% | 7.04% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.16% | 7.11% |
3 Year | 7.44% | 7.54% |
5 Year | 7.92% | 8.01% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.111% | 0.946% |
Sharp | -0.554% | 0.02% |
Beta | 0.928% | 0.744% |
Alpha | -0.479% | 0.064% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns6.95%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.92%
Kotak Bond Fund (G)
3Y Returns7.27%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.27%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns9.12%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.1%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns11.51%