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) ₹16895 Cr ₹13303 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 1.11 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 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 Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth
1 Year 7.14% 7.58%
3 Year 7.46% 7.8%
5 Year 7.93% 7.95%

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 100.63 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

SBI Short Term Debt Fund - Regular Plan -Growth

Others 100.63 100

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