Kotak Bond Short Term Plan vs SBI Short Term Debt Fund compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Term Debt Fund - Regular Plan -Growth
Chart Comparison
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) | ₹16979 Cr | ₹13523 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
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 | CRISIL Short Duration Fund AII Index |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 1.12 | 0.85 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01ES7 | INF200K01HZ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth |
---|---|---|
1 Year | 7.16% | 7.61% |
3 Year | 7.44% | 7.76% |
5 Year | 7.92% | 7.94% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 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 | 100 | 100 |
Top Comparisons
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns14.77%
Quant Active Fund-Growth
3Y Returns10.25%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.85%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Franklin India Opportunities Fund - Growth
3Y Returns25.94%
Quant ESG Equity Fund Regular - Growth
3Y Returns12.66%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.72%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns6.12%