- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Bond Short Term Plan vs SBI Short Horizon Debt Fund compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
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 | 1.8% | 1.72% |
| 6 Month | 4.7% | 4.81% |
| 1 Year | 9.34% | 9.32% |
| 3 Year | 6.78% | 6.89% |
| 5 Year | 6.19% | 6.19% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
|---|---|---|
| 6 Month | 2.98% | 2.96% |
| 1 Year | 9.87% | 9.89% |
| 3 Year | 7.99% | 8.04% |
| 5 Year | 6.6% | 6.68% |
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 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 Balanced Advantage Fund Regular - Growth
3Y Returns10.24%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns21.07%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns20.99%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns10.64%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.76%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.88%
