Kotak Bond Short Term Plan vs DSP Short Term Fund compare

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

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tortoise-icon DSP Short Term Fund - Regular Plan - Growth

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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) DSP Short Term Fund - Regular Plan - Growth
Fund Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹2809 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 10 Sep 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.12 0.96
Manager Abhishek Bisen Laukik Bagwe
ISIN Code INF174K01ES7 INF740K01656
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Month 0.77% 0.74%
6 Month 3.96% 3.87%
1 Year 7.37% 7.18%
3 Year 5.23% 5.12%
5 Year 6.08% 5.85%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
6 Month - -
1 Year 3.2% 3.12%
3 Year 8.88% 8.77%
5 Year 14.58% 14.18%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Year 5.23% 5.03%
3 Year 11.8% 11.43%
5 Year 15.02% 14.57%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.12% 1.11%
Sharp -0.44% -0.59%
Beta 2.01% 2.14%
Alpha 3.54% 3.64%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Name Abhishek Bisen Laukik Bagwe
Total AUM ₹0 Cr ₹12579 Cr
Fund Manage 33 10
Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

DSP Short Term Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

DSP Short Term Fund - Regular Plan - Growth

Sovereign 38.71 41.44
Financial 49.2 42.23
Others 4.98 1.23
Energy 2.52 2.68
Construction 2.76 1.67
Capital Goods 1.83 3.55
Consumer Discretionary - 3.51
Communication - 3.69

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