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) ₹16071 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 1.11 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 0.48% 0.46%
6 Month 4.16% 4.07%
1 Year 7.84% 7.73%
3 Year 5.53% 5.41%
5 Year 5.99% 5.78%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
6 Month - -
1 Year 8.03% 7.83%
3 Year 6.78% 6.63%
5 Year 5.97% 5.77%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HSBC Short Duration Fund - Regular Growth
1 Year 7.14% 7.77%
3 Year 7.46% 7.41%
5 Year 7.93% 7.68%

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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