Nippon India Short Term Fund 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 Nippon India Short Term Fund-Growth Plan

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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) Nippon India Short Term Fund-Growth Plan
Fund Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹15043 Cr ₹5429 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 May 2002 10 Dec 2002
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% 0.0%
Expense Ratio 1.12 0.94
Manager Abhishek Bisen Sushil Budhia
ISIN Code INF174K01ES7 INF204K01FL4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
1 Month 0.77% 0.74%
6 Month 3.96% 3.97%
1 Year 7.37% 7.6%
3 Year 5.23% 5.46%
5 Year 6.08% 6.35%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
6 Month - -
1 Year 3.2% 3.31%
3 Year 8.88% 9.26%
5 Year 14.58% 15.51%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
1 Year 5.23% 5.51%
3 Year 11.8% 12.55%
5 Year 15.02% 15.91%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
Standard Deviation 1.12% 1.15%
Sharp -0.44% -0.23%
Beta 2.01% 2.11%
Alpha 3.54% 3.97%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan
Name Abhishek Bisen Sushil Budhia
Total AUM ₹0 Cr ₹29447 Cr
Fund Manage 33 11
Kotak Bond Short Term Plan-(Growth) Nippon India Short Term Fund-Growth Plan

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Nippon India Short Term Fund-Growth Plan

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Nippon India Short Term Fund-Growth Plan

Sovereign 38.71 31.78
Financial 49.2 45.28
Others 4.98 6.91
Energy 2.52 0.83
Construction 2.76 1.22
Capital Goods 1.83 2.89
Communication - 5.02
Consumer Discretionary - 1.81
Automobile - 1.72
Materials - 1.63
Consumer Staples - 0.91

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