HDFC Income Fund vs Kotak Bond Fund compare

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tortoise-icon Kotak Bond Fund (G)

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tortoise-icon Kotak Bond Fund - Regular Plan Growth

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tortoise-icon HDFC Income Fund - 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 Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹2160 Cr ₹2160 Cr ₹812 Cr
Min Investment ₹100 ₹100 ₹100
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 25 Nov 1999 25 Nov 1999 01 Sep 2000
Category Medium to Long Duration Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III
Turn Over % 78% 21.38%
Expense Ratio 1.64 1.64 1.39
Manager Abhishek Bisen Abhishek Bisen Dhruv Muchhal
ISIN Code INF174K01EM0 INF174K01EM0 INF179K01962
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
1 Month -0.06% -0.06% 0.94%
6 Month 5.12% 5.12% 4.48%
1 Year 9.54% 9.54% 8.56%
3 Year 5.42% 5.42% 4.83%
5 Year 6.23% 6.23% 5.34%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
6 Month - - -
1 Year 3.68% 3.68% 3.89%
3 Year 9.29% 9.29% 8.98%
5 Year 14.71% 14.71% 13.2%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
1 Year 7.51% 7.51% 6.37%
3 Year 7.76% 7.76% 6.76%
5 Year 8.04% 8.04% 6.85%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Standard Deviation 2.18% 2.18% 2.34%
Sharp -0.22% -0.22% -0.49%
Beta 1.17% 1.17% 1.31%
Alpha -0.41% -0.41% -1.07%

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Fund Managers

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Name Abhishek Bisen Abhishek Bisen Dhruv Muchhal
Total AUM ₹0 Cr ₹0 Cr ₹520687 Cr
Fund Manage 33 33 40
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HDFC Income Fund - Growth Option

Others 99.3 100 100

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HDFC Income Fund - Growth Option

Others 0.25 4.51 0.25
Construction 0.33 0.48 -
Sovereign - 82.98 -
Financial - 12.03 -
Realty - - 0.45

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