HDFC Low Duration Fund vs Kotak Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
HDFC Low Duration Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Average |
| Asset Size (Cr) | ₹14507 Cr | ₹25493 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Mar 2008 | 19 Nov 1999 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | NIFTY Low Duration Debt Index B-I |
| Turn Over | 1777.06% | 14.32% |
| Expense Ratio | 1.17 | 1.04 |
| Manager | Deepak Agrawal | Dhruv Muchhal |
| ISIN Code | INF178L01202 | INF179K01442 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| 1 Month | 0.46% | 0.49% |
| 6 Month | 2.73% | 2.79% |
| 1 Year | 7.17% | 7.29% |
| 3 Year | 7.05% | 7.24% |
| 5 Year | 5.66% | 5.89% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| 6 Month | 1.43% | 1.46% |
| 1 Year | 6.65% | 6.79% |
| 3 Year | 7.12% | 7.26% |
| 5 Year | 6.55% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| 1 Year | 7.34% | 7.38% |
| 3 Year | 7.75% | 7.06% |
| 5 Year | 7.93% | 7.13% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.41% |
| Sharp | -0.36% | 1.23% |
| Beta | 1.37% | 1.24% |
| Alpha | 2.5% | -0.62% |
Fund Managers
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
|---|---|---|
| Name | Deepak Agrawal | Dhruv Muchhal |
| Total AUM | ₹150749 Cr | ₹520687 Cr |
| Funds Managed | 14 | 40 |
| Kotak Low Duration Fund- Regular Plan-Growth Option | HDFC Low Duration Fund - Growth |
Market Cap
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HDFC Low Duration Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HDFC Low Duration Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.47%
Invesco India Midcap Fund - Growth Option
3Y Returns25.97%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.01%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.08%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.93%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns10.59%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.53%