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) ₹16895 Cr ₹14972 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 25 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 1.11 0.71
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01ES7 INF179K01CU6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Month 0.53% 0.55%
6 Month 3.75% 3.94%
1 Year 7.73% 8.26%
3 Year 5.8% 6.41%
5 Year 6.03% 6.7%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
6 Month - -
1 Year 7.33% 7.75%
3 Year 6.81% 7.37%
5 Year 5.96% 6.55%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) HDFC Short Term Debt Fund - Growth Option
1 Year 7.14% 8.5%
3 Year 7.46% 8.48%
5 Year 7.93% 8.32%

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 100.63 100.16

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

HDFC Short Term Debt Fund - Growth Option

Others 100.63 100.16

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