Aditya Birla Sun Life Short Term 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 Aditya Birla Sun Life Short Term 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 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) ₹15043 Cr ₹7899 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 1.01
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174K01ES7 INF209K01942
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.77% 0.74%
6 Month 3.96% 3.89%
1 Year 7.37% 7.5%
3 Year 5.23% 5.76%
5 Year 6.08% 6.63%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 3.2% 3.32%
3 Year 8.88% 9.61%
5 Year 14.58% 16.42%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 5.23% 5.94%
3 Year 11.8% 13.43%
5 Year 15.02% 16.88%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.12% 0.99%
Sharp -0.44% 0.06%
Beta 2.01% 1.74%
Alpha 3.54% 3.54%

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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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Sovereign 38.71 32
Financial 49.2 46.51
Others 4.98 5.7
Energy 2.52 0.87
Construction 2.76 9.09
Capital Goods 1.83 -
Communication - 5.51
Services - 0.33

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