INVESCO INDIA SHORT DURATION FUND vs Kotak Bond Short Term Plan compare

Link copied to clipboard!

tortoise-icon Kotak Bond Short Term Plan-(Growth)

Invest Now

tortoise-icon INVESCO INDIA SHORT DURATION FUND - Growth

Invest Now

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 0.57% 0.59%
6 Month 3.8% 3.69%
1 Year 7.78% 7.95%
3 Year 5.81% 5.61%
5 Year 6.04% 5.68%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) INVESCO INDIA SHORT DURATION FUND - Growth
6 Month - -
1 Year 7.33% 7.17%
3 Year 6.81% 6.69%
5 Year 5.96% 5.7%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns15.9%

VS

Mirae Asset Flexi Cap Fund - Regular Plan - Growth Mirae Asset Flexi Cap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns16.76%

Compare Now

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns12.98%

VS

Mirae Asset Focused Fund Regular Plan Growth Mirae Asset Focused Fund Regular Plan Growth

3Y Returns6.22%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.08%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.08%

Compare Now
Request call back
Add to Cart Successfully