Kotak Bond Fund vs HSBC Medium to Long Duration Fund compare

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tortoise-icon Kotak Bond Fund (G)

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tortoise-icon Kotak Bond Fund - Regular Plan Growth

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tortoise-icon HSBC Medium to Long Duration Fund - Regular Growth

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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) ₹1976 Cr ₹1976 Cr ₹46 Cr
Min Investment ₹100 ₹100 ₹5000
Min SIP Invesment ₹0 ₹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 1.65 1.65 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 1.04% 1.04% 0.87%
6 Month 4.38% 4.38% 3.89%
1 Year 8.68% 8.68% 7.41%
3 Year 5.27% 5.27% 4.21%
5 Year 6.21% 6.21% 4.66%

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 3.68% 3.68% 3.28%
3 Year 9.29% 9.29% 7.71%
5 Year 14.71% 14.71% 11.38%

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 5.28% 5.28% 3.96%
3 Year 11.78% 11.78% 8.93%
5 Year 15.31% 15.31% 11.82%

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%

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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

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