Kotak Bond Fund vs LIC MF Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
LIC MF Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹2052 Cr | ₹2052 Cr | ₹201 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹200 |
| Min Addl Investment | ₹100 | ₹100 | ₹500 |
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 26 Mar 1999 |
| 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% | 46% |
| Expense Ratio | 1.65 | 1.65 | 1.22 |
| Manager | Abhishek Bisen | Abhishek Bisen | Marzban Irani |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF767K01923 |
| Exits Load | Data not available./365 | Data not available./365 | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.24% | -0.24% | -0.12% |
| 6 Month | 0.99% | 0.99% | 0.79% |
| 1 Year | 5.41% | 5.41% | 6.1% |
| 3 Year | 6.74% | 6.74% | 7.22% |
| 5 Year | 4.89% | 4.89% | 5.15% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.61% | 0.61% | 0.72% |
| 1 Year | 3.22% | 3.22% | 3.75% |
| 3 Year | 6.17% | 6.17% | 6.74% |
| 5 Year | 5.91% | 5.91% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.18% | 7.18% | 6.95% |
| 3 Year | 7.49% | 7.49% | 7.14% |
| 5 Year | 7.82% | 7.82% | 7.26% |
Risk Management
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 2.22% |
| Sharp | -0.22% | -0.22% | -0.32% |
| Beta | 1.17% | 1.17% | 1.12% |
| Alpha | -0.41% | -0.41% | -0.65% |
Fund Managers
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Marzban Irani |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹1914 Cr |
| Funds Managed | 33 | 33 | 6 |
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | LIC MF Bond Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 99.63 | 99.63 | 100 |
| Financial Services | 0.37 | 0.37 | - |
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