HSBC Medium to Long Duration Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
HSBC Medium to Long Duration Fund - Regular Growth
Chart Comparison
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹2160 Cr | ₹2160 Cr | ₹46 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 10 Dec 2002 |
| 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 | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | % | 78% | 27% |
| Expense Ratio | 1.64 | 1.64 | 1.92 |
| Manager | Abhishek Bisen | Abhishek Bisen | Shriram Ramanathan |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF336L01776 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 1 Month | -0.06% | -0.06% | 0.87% |
| 6 Month | 5.12% | 5.12% | 3.89% |
| 1 Year | 9.54% | 9.54% | 7.41% |
| 3 Year | 5.42% | 5.42% | 4.21% |
| 5 Year | 6.23% | 6.23% | 4.66% |
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 3.68% | 3.68% | 3.28% |
| 3 Year | 9.29% | 9.29% | 7.71% |
| 5 Year | 14.71% | 14.71% | 11.38% |
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 7.51% | 7.51% | 6.05% |
| 3 Year | 7.76% | 7.76% | 6.87% |
| 5 Year | 8.04% | 8.04% | 7.01% |
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 2.34% |
| Sharp | -0.22% | -0.22% | -0.67% |
| Beta | 1.17% | 1.17% | 1.24% |
| Alpha | -0.41% | -0.41% | -1.52% |
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| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Shriram Ramanathan |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹32638 Cr |
| Fund Manage | 33 | 33 | 11 |
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Others | 99.3 | 100 | 100 |
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Others | 0.25 | 4.51 | 21.15 |
| Construction | 0.33 | 0.48 | - |
| Sovereign | - | 82.98 | 73.33 |
| Financial | - | 12.03 | 5.52 |
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