Kotak Bond Fund vs HDFC Income Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bond Fund (G)

Invest Now

tortoise-icon Kotak Bond Fund - Regular Plan Growth

Invest Now

tortoise-icon HDFC Income Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹2221 Cr ₹2221 Cr ₹864 Cr
Min Investment ₹100 ₹100 ₹100
Min SIP Invesment ₹100 ₹100 ₹100
Min Addl Investment ₹100 ₹100 ₹100
Launch Date 25 Nov 1999 25 Nov 1999 11 Sep 2000
Category Medium to Long Duration Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III
Turn Over % 78% 21.38%
Expense Ratio 1.64 1.64 1.39
Manager Abhishek Bisen Abhishek Bisen Dhruv Muchhal
ISIN Code INF174K01EM0 INF174K01EM0 INF179K01962
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
1 Month 0.62% 0.62% 0.63%
6 Month 3.67% 3.67% 3.86%
1 Year 8.36% 8.36% 8.92%
3 Year 5.77% 5.77% 5.58%
5 Year 6.29% 6.29% 5.45%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
6 Month - - -
1 Year 6.95% 6.95% 7.36%
3 Year 6.97% 6.97% 7.05%
5 Year 5.91% 5.91% 5.63%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
1 Year 7.75% 7.75% 6.34%
3 Year 7.75% 7.75% 6.71%
5 Year 8.03% 8.03% 6.76%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Standard Deviation 2.18% 2.18% 2.34%
Sharp -0.22% -0.22% -0.49%
Beta 1.17% 1.17% 1.31%
Alpha -0.41% -0.41% -1.07%

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 Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option
Name Abhishek Bisen Abhishek Bisen Dhruv Muchhal
Total AUM ₹0 Cr ₹0 Cr ₹520687 Cr
Fund Manage 33 33 40
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HDFC Income Fund - Growth Option

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HDFC Income Fund - Growth Option

Others 99.67 99.67 99.52
Small Cap 0.33 0.33 -
Mid Cap - - 0.48

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HDFC Income Fund - Growth Option

Others 99.67 99.67 99.52
Construction 0.33 0.33 -
Realty - - 0.48

Top Comparisons

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.99%

VS

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.98%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.98%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.98%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns17.69%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns14%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.15%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns6.04%

Compare Now
Request call back
Add to Cart Successfully