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) ₹16071 Cr ₹7695 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 0.88
Manager Abhishek Bisen Devang Shah
ISIN Code INF174K01ES7 INF846K01644
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
1 Month 0.48% 0.53%
6 Month 4.16% 4.13%
1 Year 7.84% 8.07%
3 Year 5.52% 5.93%
5 Year 5.99% 6.32%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Axis Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.03% 8.07%
3 Year 6.78% 6.99%
5 Year 5.97% 6.25%

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 99.96

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Axis Short Duration Fund - Regular Plan - Growth Option

Others 4.98 99.96
Sovereign 38.71 -
Financial 49.2 -
Construction 2.76 -
Energy 2.52 -
Capital Goods 1.83 -

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