Kotak Low Duration Fund vs Aditya Birla Sun Life Low Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹10178 Cr ₹10806 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Mar 2008 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund BI Index
Turn Over 1777.06% 20%
Expense Ratio 1.17 1.22
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF178L01202 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.53% 0.56%
6 Month 3.65% 3.56%
1 Year 6.91% 6.88%
3 Year 5.44% 5.54%
5 Year 5.88% 5.84%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 3.15% 3.13%
3 Year 9.23% 9.3%
5 Year 14.89% 15.04%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 5.15% 5.15%
3 Year 12.07% 12.21%
5 Year 15.31% 15.43%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.69% 0.59%
Sharp -0.36% -0.24%
Beta 1.37% 1.28%
Alpha 2.5% 2.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Fund Manage 14 55
Kotak Low Duration Fund- Regular Plan-Growth Option Aditya Birla Sun Life Low Duration Fund - Growth Plan

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 97.7

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 98.4 4.35
Sovereign - 12.37
Financial - 73.78
Communication - 4.82
Construction - 1.97
Energy - 0.41

Top Comparisons

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns18.9%

VS

UTI - Flexi Cap Fund-Growth Option UTI - Flexi Cap Fund-Growth Option

3Y Returns8.68%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns6%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns5.94%

Compare Now

HDFC Technology Fund - Regular (G) HDFC Technology Fund - Regular (G)

3Y Returns0%

VS

Tata Digital India Fund-Regular Plan-Growth Tata Digital India Fund-Regular Plan-Growth

3Y Returns13.99%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns15.64%

Compare Now
Request call back
Add to Cart Successfully