Kotak Bond Short Term Plan vs HDFC Short Term Debt Fund compare

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

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tortoise-icon HDFC Short Term Debt Fund - Growth Option

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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) HDFC Short Term Debt Fund - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹13070 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 05 Jun 2010
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund BII Index
Turn Over 0.0% 9.03%
Expense Ratio 1.12 0.69
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01ES7 INF179K01CU6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Month 0.77% 0.79%
6 Month 3.96% 4.16%
1 Year 7.37% 7.95%
3 Year 5.23% 5.81%
5 Year 6.08% 6.78%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
6 Month - -
1 Year 3.2% 3.52%
3 Year 8.88% 9.9%
5 Year 14.58% 16.5%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Year 5.23% 5.89%
3 Year 11.8% 13.32%
5 Year 15.02% 16.93%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Standard Deviation 1.12% 1.02%
Sharp -0.44% 0.05%
Beta 2.01% 1.98%
Alpha 3.54% 4.01%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Fund Manage 33 12
Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100 98.17

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 4.98 3.81
Sovereign 38.71 24.52
Financial 49.2 52.82
Construction 2.76 4.83
Energy 2.52 3.62
Capital Goods 1.83 1.14
Metals & Mining - 0.76
Communication - 6.11
Consumer Staples - 0.56

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