LIC MF Short Term Debt Fund Regular vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
LIC MF Short Term Debt Fund Regular - Growth
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Value Discovery Fund - Growth
3Y Returns19.01%
HSBC Value Fund - Regular Growth
3Y Returns20.88%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.4%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns6.91%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.18%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.72%
Nippon India Gilt Securities Fund -Growth Plan - Growth Option
3Y Returns7.7%
LIC MF GILT FUND-Growth
3Y Returns7.12%