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) ₹16895 Cr ₹444 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 1.05
Manager Abhishek Bisen Krishna Venkat Cheemalapati
ISIN Code INF174K01ES7 INF205K01UN6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Month 0.58% 0.67%
6 Month 4.05% 3.87%
1 Year 7.82% 7.92%
3 Year 5.6% 5.43%
5 Year 6.09% 5.74%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
6 Month - -
1 Year 7.55% 7.42%
3 Year 6.78% 6.66%
5 Year 5.96% 5.69%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
1 Year 7.14% 7.38%
3 Year 7.46% 7.21%
5 Year 7.93% 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 100.63 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

INVESCO INDIA SHORT DURATION FUND - Growth

Others 100.63 100

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