Kotak Low Duration Fund vs HSBC Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
HSBC Low Duration Fund - Regular Growth
Chart Comparison
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) | ₹11883 Cr | ₹538 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Mar 2008 | 04 Dec 2010 |
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 | 1.09 |
Manager | Deepak Agrawal | Mahesh A Chhabria |
ISIN Code | INF178L01202 | INF677K01452 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.78% | 0.9% |
6 Month | 3.62% | 3.69% |
1 Year | 7.36% | 7.58% |
3 Year | 6.29% | 6.54% |
5 Year | 5.86% | 5.77% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.11% | 2.26% |
1 Year | 7.36% | 7.64% |
3 Year | 7.04% | 7.31% |
5 Year | 6.16% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.31% | 7.41% |
3 Year | 7.82% | 7.18% |
5 Year | 8.05% | 7.47% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | HSBC Low Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.632% | 0.585% |
Sharp | -0.653% | -0.343% |
Beta | 4.447% | 4.265% |
Alpha | -1.208% | -0.993% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
HSBC Low Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.74%
HSBC Liquid Fund - Regular Growth
3Y Returns6.72%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.92%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns21.03%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns9.45%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns13.34%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns11.03%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns19.37%