Kotak Bond Short Term Plan vs Axis Short Term Fund compare
Kotak Bond Short Term Plan-(Growth)
Axis Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16979 Cr | ₹8781 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 May 2002 | 22 Jan 2010 |
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% | 0.0% |
Expense Ratio | 1.12 | 0.89 |
Manager | Abhishek Bisen | Devang Shah |
ISIN Code | INF174K01ES7 | INF846K01644 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.4% | 0.42% |
6 Month | 3.36% | 3.65% |
1 Year | 7.34% | 7.61% |
3 Year | 6.05% | 6.43% |
5 Year | 5.88% | 6.28% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.49% | 1.63% |
1 Year | 7.08% | 7.49% |
3 Year | 6.99% | 7.27% |
5 Year | 6.01% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.16% | 7.97% |
3 Year | 7.44% | 8.11% |
5 Year | 7.92% | 8% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.111% | 0.998% |
Sharp | -0.554% | -0.16% |
Beta | 0.928% | 0.814% |
Alpha | -0.479% | -0.088% |
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Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Devang Shah |
Total AUM | ₹0 Cr | ₹60014 Cr |
Fund Manage | 33 | 15 |
Kotak Bond Short Term Plan-(Growth) | Axis Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.00001 | 99.99996 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Axis Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.00001 | 99.99996 |
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