HSBC Short Duration Fund vs Kotak Bond Short Term Plan compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon HSBC Short Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
Fund Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹3739 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 01 Jan 2013
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II NIFTY Short Duration Debt Index B-II
Turn Over 0.0% 54%
Expense Ratio 1.12 0.75
Manager Abhishek Bisen Jalpan Shah
ISIN Code INF174K01ES7 INF917K01CL8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
1 Month 0.77% 0.72%
6 Month 3.96% 3.88%
1 Year 7.37% 7.37%
3 Year 5.23% 5.04%
5 Year 6.08% 5.87%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.2% 3.2%
3 Year 8.88% 8.71%
5 Year 14.58% 14.08%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
1 Year 5.23% 5.01%
3 Year 11.8% 11.29%
5 Year 15.02% 14.43%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
Standard Deviation 1.12% 1.18%
Sharp -0.44% -0.63%
Beta 2.01% 2.23%
Alpha 3.54% 3.74%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
Name Abhishek Bisen Jalpan Shah
Total AUM ₹0 Cr ₹16521 Cr
Fund Manage 33 6
Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HSBC Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HSBC Short Duration Fund - Regular Growth

Others 4.98 1.07
Sovereign 38.71 37.18
Financial 49.2 60.43
Construction 2.76 -
Energy 2.52 -
Capital Goods 1.83 1.32

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