HSBC Short Duration Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
HSBC Short Duration Fund - Regular Growth
Chart Comparison
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) | ₹16979 Cr | ₹3786 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 May 2002 | 27 Dec 2011 |
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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 1.8% | 1.73% |
6 Month | 4.7% | 4.75% |
1 Year | 9.34% | 9.39% |
3 Year | 6.78% | 6.63% |
5 Year | 6.19% | 5.91% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.98% | 2.98% |
1 Year | 9.87% | 9.86% |
3 Year | 7.99% | 7.92% |
5 Year | 6.6% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.16% | 7.76% |
3 Year | 7.44% | 7.37% |
5 Year | 7.92% | 7.63% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.111% | 1.171% |
Sharp | -0.554% | -0.662% |
Beta | 0.928% | 0.975% |
Alpha | -0.479% | -0.615% |
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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 |
Funds Managed | 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 | 100 | 100 |
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