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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
Overview
| 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 Risk | Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹2088 Cr | ₹2088 Cr | ₹49 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 | 1.65 | 1.65 | 1.9 |
| Manager | Abhishek Bisen | Abhishek Bisen | Shriram Ramanathan |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF336L01776 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 0.2% | 0.2% | 0.34% |
| 6 Month | 2.73% | 2.73% | 2.61% |
| 1 Year | 7.03% | 7.03% | 6.56% |
| 3 Year | 5.69% | 5.69% | 4.77% |
| 5 Year | 5.78% | 5.78% | 4.58% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 6.49% | 6.49% | 6.3% |
| 3 Year | 6.97% | 6.97% | 6.25% |
| 5 Year | 5.9% | 5.9% | 4.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 7.84% | 7.84% | 6.07% |
| 3 Year | 7.72% | 7.72% | 6.83% |
| 5 Year | 8% | 8% | 7% |
Risk Management
| 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% | 2.273% |
| Sharp | -0.22% | -0.22% | -0.663% |
| Beta | 1.17% | 1.17% | 1.015% |
| Alpha | -0.41% | -0.41% | -1.663% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Others | 99.67 | 99.67 | 100 |
| Small Cap | 0.33 | 0.33 | - |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Others | 99.67 | 99.67 | 100 |
| Construction | 0.33 | 0.33 | - |
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