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) ₹16071 Cr ₹12700 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 0.84
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01ES7 INF200K01IG6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.48% 0.5%
6 Month 4.16% 4.09%
1 Year 7.84% 7.75%
3 Year 5.52% 5.72%
5 Year 5.99% 5.98%

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 8.03% 7.91%
3 Year 6.78% 6.84%
5 Year 5.97% 6.02%

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 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

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

Others 4.98 1.91
Sovereign 38.71 26.12
Financial 49.2 43.74
Construction 2.76 10.83
Energy 2.52 5
Capital Goods 1.83 4.89
Communication - 7.51

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