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Kotak Bond Short Term Plan vs Aditya Birla Sun Life Short Term Fund compare
Kotak Bond Short Term Plan-(Growth)
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹16979 Cr | ₹8141 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 May 2002 | 09 May 2003 |
| Category | Short Duration | Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index B-II | NIFTY Short Duration Debt Index B-II |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.12 | 0.95 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174K01ES7 | INF209K01942 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.59% | 0.63% |
| 6 Month | 3.5% | 3.72% |
| 1 Year | 7.54% | 7.7% |
| 3 Year | 5.88% | 6.47% |
| 5 Year | 5.88% | 6.73% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.33% | 7.63% |
| 3 Year | 6.93% | 7.25% |
| 5 Year | 6.02% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.16% | 7.11% |
| 3 Year | 7.44% | 7.54% |
| 5 Year | 7.92% | 8.01% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.115% | 0.954% |
| Sharp | -0.516% | 0.057% |
| Beta | 0.915% | 0.73% |
| Alpha | -0.509% | 0.042% |
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Fund Managers
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Fund Manage | 33 | 55 |
| Kotak Bond Short Term Plan-(Growth) | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100.63 | 100.07 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100.63 | 4.03 |
| Sovereign | - | 31.81 |
| Energy | - | 0.9 |
| Construction | - | 9.39 |
| Financial | - | 49.15 |
| Services | - | 0.34 |
| Communication | - | 4.45 |
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