INVESCO INDIA 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 INVESCO INDIA SHORT DURATION FUND - 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) INVESCO INDIA SHORT DURATION FUND - Growth
Fund Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16071 Cr ₹455 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 24 Mar 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II NIFTY Short Duration Debt Index A-II
Turn Over 0.0% 0.0%
Expense Ratio 1.11 1.15
Manager Abhishek Bisen Krishna Venkat Cheemalapati
ISIN Code INF174K01ES7 INF205K01UN6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.77% 0.72%
6 Month 3.96% 3.73%
1 Year 7.37% 7.63%
3 Year 5.23% 4.93%
5 Year 6.08% 5.69%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
6 Month - -
1 Year 3.2% 3.43%
3 Year 8.88% 8.75%
5 Year 14.58% 13.83%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.17% 7.38%
3 Year 7.51% 7.21%
5 Year 7.94% 7.6%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
Standard Deviation 1.12% 1.23%
Sharp -0.44% -0.67%
Beta 2.01% 2.32%
Alpha 3.54% 3.83%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
Name Abhishek Bisen Krishna Venkat Cheemalapati
Total AUM ₹0 Cr ₹24743 Cr
Fund Manage 33 19
Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

INVESCO INDIA SHORT DURATION FUND - Growth

Others 4.98 3.91
Sovereign 38.71 35.39
Financial 49.2 43.05
Construction 2.76 5.51
Energy 2.52 5.47
Capital Goods 1.83 1.12
Communication - 5.55

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