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SBI Short Horizon Debt 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 SBI Short Horizon Debt Fund-Short Term Fund - Retail - 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) 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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