Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Short Term Fund vs Kotak Bond Short Term Plan compare

Link copied to clipboard!

tortoise-icon Kotak Bond Short Term Plan-(Growth)

Invest Now

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

Invest Now

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) ₹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 1.09% 1.12%
6 Month 3.62% 3.84%
1 Year 7.98% 8.16%
3 Year 6.2% 6.72%
5 Year 6.06% 7%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 2.4% 2.49%
1 Year 8.18% 8.48%
3 Year 7.4% 7.67%
5 Year 6.25% 6.77%

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-icons

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

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns19.58%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns17.13%

Compare Now

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns13.8%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns16.83%

Compare Now

SBI Balanced Advantage Fund Regular Growth SBI Balanced Advantage Fund Regular Growth

3Y Returns12.48%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.85%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns18.57%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully