Kotak Low Duration Fund vs Aditya Birla Sun Life Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Chart Comparison
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 | Low to Moderate |
Asset Size (Cr) | ₹11883 Cr | ₹12059 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Mar 2008 | 14 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 | 1.19 |
Manager | Deepak Agrawal | Dhaval Joshi |
ISIN Code | INF178L01202 | INF209K01LQ0 |
Exits Load | Data not available./365 | Data not available./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 | 0.41% | 0.4% |
6 Month | 3.4% | 3.26% |
1 Year | 7.09% | 6.88% |
3 Year | 6.2% | 6.21% |
5 Year | 5.84% | 5.9% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
6 Month | 1.49% | 1.45% |
1 Year | 6.76% | 6.55% |
3 Year | 6.81% | 6.69% |
5 Year | 6.01% | 6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
1 Year | 7.31% | 7.44% |
3 Year | 7.82% | 7.16% |
5 Year | 8.05% | 6.68% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Standard Deviation | 0.632% | 0.509% |
Sharp | -0.653% | -0.767% |
Beta | 4.447% | 3.692% |
Alpha | -1.208% | -1.027% |
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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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
---|---|---|
Others | 100 | 100 |
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