DSP 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 DSP Short Term Fund - Regular Plan - Growth

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) DSP Short Term Fund - Regular Plan - Growth
Fund Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16071 Cr ₹2809 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 10 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.11 0.96
Manager Abhishek Bisen Laukik Bagwe
ISIN Code INF174K01ES7 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Month 0.42% 0.48%
6 Month 3.93% 3.94%
1 Year 7.84% 7.78%
3 Year 5.52% 5.55%
5 Year 5.98% 5.76%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 7.43% -
3 Year 6.65% -
5 Year 5.88% -

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Year 7.14% 6.73%
3 Year 7.46% 6.84%
5 Year 7.93% 7.24%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.12% 1.11%
Sharp -0.44% -0.59%
Beta 2.01% 2.14%
Alpha 3.54% 3.64%

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) DSP Short Term Fund - Regular Plan - Growth
Name Abhishek Bisen Laukik Bagwe
Total AUM ₹0 Cr ₹12579 Cr
Fund Manage 33 10
Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

DSP Short Term Fund - Regular Plan - Growth

Others 4.98 1.23
Sovereign 38.71 41.44
Financial 49.2 42.23
Construction 2.76 1.67
Energy 2.52 2.68
Capital Goods 1.83 3.55
Consumer Discretionary - 3.51
Communication - 3.69

Top Comparisons

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.16%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns13.86%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns15.29%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns19.97%

VS

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

3Y Returns15.74%

Compare Now

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns14.12%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns16.19%

Compare Now
Request call back
Add to Cart Successfully