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Kotak Bond Short Term Plan vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Fund Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹217 Cr ₹16979 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 09 May 2003 02 May 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 0.0%
Expense Ratio 1.14 1.12
Manager Dwijendra Srivastava Abhishek Bisen
ISIN Code INF173K01BA3 INF174K01ES7
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
1 Month 1.79% 1.98%
6 Month 4.41% 4.53%
1 Year 9.21% 9.17%
3 Year 6.92% 6.76%
5 Year 6.45% 6.27%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
6 Month 2.65% 2.76%
1 Year 9.37% 9.47%
3 Year 7.93% 7.84%
5 Year 6.78% 6.51%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
1 Year 7.04% 7.16%
3 Year 7.28% 7.44%
5 Year 7.81% 7.92%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Standard Deviation 1.013% 1.111%
Sharp -0.227% -0.554%
Beta 0.712% 0.928%
Alpha -0.204% -0.479%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Name Dwijendra Srivastava Abhishek Bisen
Total AUM ₹14140 Cr ₹0 Cr
Funds Managed 14 33
Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Kotak Bond Short Term Plan-(Growth)

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Kotak Bond Short Term Plan-(Growth)

Others 100 100

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