Kotak Bond Short Term Plan vs UTI Short Duration Fund compare

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

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tortoise-icon UTI Short Duration Fund - Regular Plan - Growth Option

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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) UTI Short Duration Fund - Regular Plan - Growth Option
Fund Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹2565 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 02 May 2002 28 Aug 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 270%
Expense Ratio 1.12 0.84
Manager Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01ES7 INF789F01QA4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.77% 0.83%
6 Month 3.96% 3.84%
1 Year 7.37% 7.75%
3 Year 5.23% 7.33%
5 Year 6.08% 7.54%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.2% 3.31%
3 Year 8.88% 10.01%
5 Year 14.58% 18.46%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 5.23% 6.62%
3 Year 11.8% 15.31%
5 Year 15.02% 18.91%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Standard Deviation 1.12% 2.58%
Sharp -0.44% 0.59%
Beta 2.01% 0.42%
Alpha 3.54% 2.36%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
Name Abhishek Bisen Sudhir Agrawal
Total AUM ₹0 Cr ₹7736 Cr
Fund Manage 33 6
Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100 100.03

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

UTI Short Duration Fund - Regular Plan - Growth Option

Others 4.98 10.16
Sovereign 38.71 -
Financial 49.2 65.22
Construction 2.76 7.28
Energy 2.52 6
Capital Goods 1.83 2.99
Consumer Staples - 2.26
Communication - 2.59
Automobile - 0.12
Diversified - 1.83
Services - 1.58

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