- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Moderate | Moderate |
| 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 | 2.33% | 2.33% | 2.58% |
| 6 Month | 4.46% | 4.46% | 4.71% |
| 1 Year | 10.07% | 10.07% | 9.97% |
| 3 Year | 7.22% | 7.22% | 6.49% |
| 5 Year | 6.29% | 6.29% | 5.11% |
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 | 3.3% | 3.3% | 3.61% |
| 1 Year | 10.21% | 10.21% | 10.63% |
| 3 Year | 8.46% | 8.46% | 7.98% |
| 5 Year | 6.73% | 6.73% | 5.99% |
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% | 2.279% |
| Sharp | -0.22% | -0.22% | -0.714% |
| Beta | 1.17% | 1.17% | 1.036% |
| Alpha | -0.41% | -0.41% | -1.506% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
HSBC Medium to Long Duration Fund - Regular Growth |
|---|---|---|---|
| Others | 99.66 | 99.66 | 100 |
| Construction | 0.34 | - | - |
| Financial Services | - | 0.34 | - |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.73%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.38%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.12%
Mirae Asset Money Market Fund Regular Growth
3Y Returns6.75%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns7.2%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns10.22%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns21.97%
DSP Focus Fund - Regular Plan - Growth
3Y Returns16.2%
