SBI Short Horizon Debt Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16979 Cr | ₹13523 Cr |
Min Investment | ₹100 | ₹10000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹5000 |
Launch Date | 02 May 2002 | 27 Jul 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | BSE India Bond Index |
Turn Over | 0.0% | 0.0% |
Expense Ratio | 1.12 | 0.85 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01ES7 | INF200K01IG6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Month | 1.98% | 1.86% |
6 Month | 4.53% | 4.61% |
1 Year | 9.17% | 9.14% |
3 Year | 6.76% | 6.88% |
5 Year | 6.27% | 6.3% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
6 Month | 2.76% | 2.74% |
1 Year | 9.47% | 9.47% |
3 Year | 7.84% | 7.88% |
5 Year | 6.51% | 6.58% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
1 Year | 7.16% | 7.63% |
3 Year | 7.44% | 7.44% |
5 Year | 7.92% | 7.85% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Standard Deviation | 1.111% | 0.973% |
Sharp | -0.554% | -0.379% |
Beta | 0.928% | 0.773% |
Alpha | -0.479% | -0.266% |
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Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Funds Managed | 33 | 43 |
Kotak Bond Short Term Plan-(Growth) | SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth |
---|---|---|
Others | 100 | 100 |
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