Kotak Bond Fund vs HSBC Medium to Long Duration 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 HSBC Medium to Long Duration Fund - Regular Growth

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 HSBC Medium to Long Duration Fund - Regular Growth
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹2160 Cr ₹2160 Cr ₹46 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹100 ₹100 ₹1000
Min Addl Investment ₹100 ₹100 ₹1000
Launch Date 25 Nov 1999 25 Nov 1999 10 Dec 2002
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 CRISIL Medium to Long Duration Fund BIII Index
Turn Over % 78% 27%
Expense Ratio 1.64 1.64 1.92
Manager Abhishek Bisen Abhishek Bisen Shriram Ramanathan
ISIN Code INF174K01EM0 INF174K01EM0 INF336L01776
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.2% 0.2% 0.1%
6 Month 4.31% 4.31% 3.89%
1 Year 8.68% 8.68% 7.93%
3 Year 5.28% 5.28% 4.22%
5 Year 6.15% 6.15% 4.72%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth
6 Month - - -
1 Year 8.64% 8.64% 7.81%
3 Year 7.15% 7.15% 6.17%
5 Year 6.1% 6.1% 4.98%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth
1 Year 7.75% 7.75% 5.99%
3 Year 7.75% 7.75% 6.86%
5 Year 8.03% 8.03% 7.02%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth
Standard Deviation 2.18% 2.18% 2.34%
Sharp -0.22% -0.22% -0.67%
Beta 1.17% 1.17% 1.24%
Alpha -0.41% -0.41% -1.52%

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 HSBC Medium to Long Duration Fund - Regular Growth
Name Abhishek Bisen Abhishek Bisen Shriram Ramanathan
Total AUM ₹0 Cr ₹0 Cr ₹32638 Cr
Fund Manage 33 33 11
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth HSBC Medium to Long Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HSBC Medium to Long Duration Fund - Regular Growth

Others 99.3 100 100

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HSBC Medium to Long Duration Fund - Regular Growth

Others 0.25 4.51 21.15
Construction 0.33 0.48 -
Sovereign - 82.98 73.33
Financial - 12.03 5.52

Top Comparisons

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.6%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns14.43%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.59%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.59%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.1%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.16%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns20.96%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns21.56%

Compare Now
Request call back
Add to Cart Successfully