Kotak Low Duration Fund vs HSBC Low Duration Fund compare

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

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tortoise-icon HSBC Low Duration Fund - Regular Growth

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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 HSBC Low Duration Fund - Regular Growth
Fund Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹9372 Cr ₹512 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Mar 2008 01 Jan 2013
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I NIFTY Low Duration Debt Index B-I
Turn Over 1777.06% 30%
Expense Ratio 1.17 0.64
Manager Deepak Agrawal Mahesh A Chhabria
ISIN Code INF178L01202 INF677K01452
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
1 Month 0.62% 0.58%
6 Month 3.77% 3.75%
1 Year 7.32% 7.51%
3 Year 5.8% 6.02%
5 Year 5.83% 5.74%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
6 Month - -
1 Year 7.41% 7.48%
3 Year 6.68% 6.9%
5 Year 5.94% 6.08%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
1 Year 7.3% 7.38%
3 Year 7.83% 7.98%
5 Year 8.07% 7.57%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Standard Deviation 0.69% 0.68%
Sharp -0.36% -0.14%
Beta 1.37% 1.48%
Alpha 2.5% 2.87%

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Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth
Name Deepak Agrawal Mahesh A Chhabria
Total AUM ₹150749 Cr ₹15021 Cr
Fund Manage 14 9
Kotak Low Duration Fund- Regular Plan-Growth Option HSBC Low Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

HSBC Low Duration Fund - Regular Growth

Others 98.4 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

HSBC Low Duration Fund - Regular Growth

Others 98.4 1.18
Sovereign - 8.53
Financial - 64.42
Diversified - 3.04
Energy - 12.47
Construction - 3.66
Services - 0.53
Communication - 6.17

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