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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) ₹16979 Cr ₹2770 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 09 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 0.95
Manager Abhishek Bisen Laukik Bagwe
ISIN Code INF174K01ES7 INF740K01656
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Month 1.8% 1.72%
6 Month 4.7% 4.62%
1 Year 9.34% 9.17%
3 Year 6.78% 6.68%
5 Year 6.19% 6.01%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
6 Month 2.98% 2.84%
1 Year 9.87% 9.6%
3 Year 7.99% 7.85%
5 Year 6.6% 6.46%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
1 Year 7.16% 6.77%
3 Year 7.44% 6.83%
5 Year 7.92% 7.21%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) DSP Short Term Fund - Regular Plan - Growth
Standard Deviation 1.111% 1.069%
Sharp -0.554% -0.571%
Beta 0.928% 0.878%
Alpha -0.479% -0.477%

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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
Funds Managed 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

Others 100 100

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