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LIC MF Short Term Debt Fund Regular vs Kotak Bond Short Term Plan compare

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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tortoise-icon LIC MF Short Term Debt 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 Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Fund Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹16979 Cr ₹121 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 02 May 2002 01 Feb 2019
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index B-II CRISIL Short Duration Fund BII Index
Turn Over 0.0% %
Expense Ratio 1.12 1.32
Manager Abhishek Bisen Marzban Irani
ISIN Code INF174K01ES7 INF767K01PT2
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
1 Month 1.8% 1.69%
6 Month 4.7% 4.53%
1 Year 9.34% 8.98%
3 Year 6.78% 6.22%
5 Year 6.19% 5.41%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
6 Month 2.98% 2.82%
1 Year 9.87% 9.39%
3 Year 7.99% 7.58%
5 Year 6.6% 6.03%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
1 Year 7.16% 5.82%
3 Year 7.44% 4.19%
5 Year 7.92% 5.22%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 1.111% 1.17%
Sharp -0.554% -0.85%
Beta 0.928% 2.15%
Alpha -0.479% 3.31%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Name Abhishek Bisen Marzban Irani
Total AUM ₹0 Cr ₹1914 Cr
Funds Managed 33 6
Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

LIC MF Short Term Debt Fund Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

LIC MF Short Term Debt Fund Regular - Growth

Others 100 100

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