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 Moderate
Asset Size (Cr) ₹16071 Cr ₹105 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 02 May 2002 31 Jan 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 1.11 1.33
Manager Abhishek Bisen Marzban Irani
ISIN Code INF174K01ES7 INF767K01PT2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
1 Month 0.48% 0.42%
6 Month 4.16% 3.89%
1 Year 7.84% 7.52%
3 Year 5.52% 4.98%
5 Year 5.99% 5.1%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
6 Month - -
1 Year 8.03% 7.68%
3 Year 6.78% 6.33%
5 Year 5.97% 5.32%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
1 Year 7.14% 5.71%
3 Year 7.46% 4.15%
5 Year 7.93% 5.28%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) LIC MF Short Term Debt Fund Regular - Growth
Standard Deviation 1.12% 1.17%
Sharp -0.44% -0.85%
Beta 2.01% 2.15%
Alpha 3.54% 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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

LIC MF Short Term Debt Fund Regular - Growth

Others 4.98 14.49
Sovereign 38.71 23.41
Financial 49.2 57.26
Construction 2.76 -
Energy 2.52 4.85
Capital Goods 1.83 -

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