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) ₹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 0.58% 0.67%
6 Month 4.05% 4.04%
1 Year 7.82% 7.8%
3 Year 5.6% 5.86%
5 Year 6.09% 6.11%

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 7.55% 7.61%
3 Year 6.78% 6.89%
5 Year 5.96% 6.04%

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%

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
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

Top Comparisons

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns12.02%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns25.51%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns18.45%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns11.6%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns24.72%

VS

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

3Y Returns35.41%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns18.16%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns27.98%

Compare Now
Request call back
Add to Cart Successfully