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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) ₹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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