Axis 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 Axis Short Duration Fund - Regular Plan - Growth Option

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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) Axis Short Duration Fund - Regular Plan - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16895 Cr ₹9304 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 22 Jan 2010
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% 0.0%
Expense Ratio 1.11 0.89
Manager Abhishek Bisen Devang Shah
ISIN Code INF174K01ES7 INF846K01644
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 0.58% 0.74%
6 Month 4.05% 4.16%
1 Year 7.82% 8.08%
3 Year 5.6% 6.06%
5 Year 6.09% 6.42%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.55% 7.88%
3 Year 6.78% 7.07%
5 Year 5.96% 6.28%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
1 Year 7.14% 7.93%
3 Year 7.46% 8.14%
5 Year 7.93% 8.01%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.12% 1.02%
Sharp -0.44% -0.17%
Beta 2.01% 1.93%
Alpha 3.54% 3.69%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
Name Abhishek Bisen Devang Shah
Total AUM ₹0 Cr ₹60014 Cr
Fund Manage 33 15
Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100.63 100.24

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Duration Fund - Regular Plan - Growth Option

Others 100.63 100.24

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