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) ₹16895 Cr ₹2676 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 02 May 2002 19 Sep 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 1.11 0.83
Manager Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01ES7 INF789F01QA4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Month 0.63% 0.68%
6 Month 4.1% 4.08%
1 Year 7.88% 7.95%
3 Year 5.62% 6.12%
5 Year 6.12% 7.5%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.83% 7.85%
3 Year 6.85% 7.14%
5 Year 6% 7.09%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) UTI Short Duration Fund - Regular Plan - Growth Option
1 Year 7.14% 7.96%
3 Year 7.46% 7.65%
5 Year 7.93% 6%

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 100.63 100.02

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

UTI Short Duration Fund - Regular Plan - Growth Option

Others 100.63 100.02

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