Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹16979 Cr ₹13523 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 1.12 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 1.09% 1.07%
6 Month 3.62% 3.8%
1 Year 7.98% 8.05%
3 Year 6.2% 6.42%
5 Year 6.06% 6.13%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month 2.4% 2.47%
1 Year 8.18% 8.36%
3 Year 7.4% 7.5%
5 Year 6.25% 6.36%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 7.16% 7.63%
3 Year 7.44% 7.44%
5 Year 7.92% 7.85%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 1.111% 0.973%
Sharp -0.554% -0.379%
Beta 0.928% 0.773%
Alpha -0.479% -0.266%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

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

Others 100 100

Top Comparisons

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns16.27%

VS

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns15.01%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns26.73%

VS

HSBC Midcap Fund - Regular Growth HSBC Midcap Fund - Regular Growth

3Y Returns17.82%

Compare Now

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.19%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns11.19%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns18.57%

VS

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns18.72%

Compare Now
Add to Cart Successfully