Kotak Bond Short Term Plan vs SBI Short Horizon Debt Fund compare

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

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - 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) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16895 Cr ₹13303 Cr
Min Investment ₹100 ₹10000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹5000
Launch Date 02 May 2002 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II BSE India Bond Index
Turn Over 0.0% 0.0%
Expense Ratio 1.11 0.85
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01ES7 INF200K01IG6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.57% 0.58%
6 Month 3.8% 3.83%
1 Year 7.78% 7.77%
3 Year 5.81% 6.04%
5 Year 6.04% 6.06%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month - -
1 Year 7.33% 7.36%
3 Year 6.81% 6.89%
5 Year 5.96% 6.03%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 7.14% 7.59%
3 Year 7.46% 7.5%
5 Year 7.93% 7.86%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 1.12% 1.02%
Sharp -0.44% -0.34%
Beta 2.01% 1.98%
Alpha 3.54% 3.63%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Fund Manage 33 43
Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100.63 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100.63 8.36
Financial - 41.4
Sovereign - 20.98
Construction - 11.18
Communication - 7.6
Energy - 5.49
Capital Goods - 4.87
Consumer Staples - 0.12

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