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Kotak Bond Short Term Plan vs Aditya Birla Sun Life Short Term Fund compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate
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 1.49% 1.51%
6 Month 4% 4.22%
1 Year 8.38% 8.59%
3 Year 6.31% 6.84%
5 Year 6.13% 7.07%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 2.4% 2.49%
1 Year 8.18% 8.48%
3 Year 7.4% 7.67%
5 Year 6.25% 6.77%

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 1.111% 0.946%
Sharp -0.554% 0.02%
Beta 0.928% 0.744%
Alpha -0.479% 0.064%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100

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