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 Risk | 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 | 0.59% | 0.61% |
6 Month | 3.5% | 3.54% |
1 Year | 7.54% | 7.52% |
3 Year | 5.88% | 5.74% |
5 Year | 5.88% | 5.73% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | HSBC Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.33% | 7.37% |
3 Year | 6.93% | 6.85% |
5 Year | 6.02% | 5.87% |
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 | 1.115% | 1.172% |
Sharp | -0.516% | -0.606% |
Beta | 0.915% | 0.968% |
Alpha | -0.509% | -0.63% |
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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 | 100.63 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
HSBC Short Duration Fund - Regular Growth |
---|---|---|
Others | 100.63 | 100 |
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