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) ₹2221 Cr ₹2221 Cr ₹50 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 1.9
Manager Abhishek Bisen Abhishek Bisen Shriram Ramanathan
ISIN Code INF174K01EM0 INF174K01EM0 INF336L01776
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 HSBC Medium to Long Duration Fund - Regular Growth
1 Month 0.62% 0.62% 0.59%
6 Month 3.67% 3.67% 3.46%
1 Year 8.36% 8.36% 7.65%
3 Year 5.77% 5.77% 4.81%
5 Year 6.29% 6.29% 4.91%

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 6.95% 6.95% 6.32%
3 Year 6.97% 6.97% 6.08%
5 Year 5.91% 5.91% 4.89%

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 99.67 99.67 100
Small Cap 0.33 0.33 -

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

HSBC Medium to Long Duration Fund - Regular Growth

Others 99.67 99.67 100
Construction 0.33 0.33 -

Top Comparisons

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns20.4%

VS

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

3Y Returns14.96%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns23.15%

VS

Tata Silver ETF Fund of Fund - Regular (G) Tata Silver ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.82%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns20.11%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns12.97%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.01%

Compare Now
Request call back
Add to Cart Successfully