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) ₹16895 Cr ₹8924 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 1.11 1.01
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 0.57% 0.6%
6 Month 3.8% 3.93%
1 Year 7.78% 7.95%
3 Year 5.81% 6.39%
5 Year 6.04% 6.81%

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% 7.57%
3 Year 6.81% 7.14%
5 Year 5.96% 6.52%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.14% 7.08%
3 Year 7.46% 7.57%
5 Year 7.93% 8.02%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.12% 0.99%
Sharp -0.44% 0.06%
Beta 2.01% 1.74%
Alpha 3.54% 3.54%

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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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