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

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

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tortoise-icon SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth
Fund Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹12700 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 05 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund AII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.12 0.84
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01ES7 INF200K01HZ8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
1 Month 0.77% 0.75%
6 Month 3.96% 3.88%
1 Year 7.37% 7.34%
3 Year 5.23% 5.4%
5 Year 6.08% 6.07%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
6 Month - -
1 Year 3.2% 3.21%
3 Year 8.88% 9.14%
5 Year 14.58% 14.83%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
1 Year 5.23% 5.24%
3 Year 11.8% 11.98%
5 Year 15.02% 15.24%

Risk Management

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

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

SBI Short Term Debt Fund - Regular Plan -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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