Kotak Bond Short Term Plan vs ICICI Prudential Short Term Fund compare

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tortoise-icon ICICI Prudential Short Term Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
Fund ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹18208 Cr ₹16071 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Oct 2001 02 May 2002
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 24% 0.0%
Expense Ratio 1.07 1.11
Manager Manish Banthia Abhishek Bisen
ISIN Code INF109K01654 INF174K01ES7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
1 Month 0.73% 0.77%
6 Month 4% 3.96%
1 Year 7.68% 7.37%
3 Year 6.17% 5.23%
5 Year 6.91% 6.08%

SIP Return Analysis

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
6 Month - -
1 Year 3.4% 3.2%
3 Year 10.31% 8.88%
5 Year 17.2% 14.58%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
1 Year 7.53% 7.17%
3 Year 7.75% 7.51%
5 Year 8.42% 7.94%

Risk Management

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
Standard Deviation 0.93% 1.12%
Sharp 0.42% -0.44%
Beta 1.58% 2.01%
Alpha 3.55% 3.54%

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Fund Managers

Scheme Name ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)
Name Manish Banthia Abhishek Bisen
Total AUM ₹239319 Cr ₹0 Cr
Fund Manage 19 33
ICICI Prudential Short Term Fund - Growth Option Kotak Bond Short Term Plan-(Growth)

Market Cap

Scheme Name

ICICI Prudential Short Term Fund - Growth Option

Kotak Bond Short Term Plan-(Growth)

Others 90.68 100

Sector Allocation

Scheme Name

ICICI Prudential Short Term Fund - Growth Option

Kotak Bond Short Term Plan-(Growth)

Financial 41.4 49.2
Others -1.14 4.98
Sovereign 37.28 38.71
Construction 3.29 2.76
Consumer Staples 1.9 -
Communication 3.34 -
Consumer Discretionary 2.02 -
Healthcare 0.55 -
Automobile 0.57 -
Energy 1.33 2.52
Capital Goods 0.14 1.83

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