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SBI Short Term Debt Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
SBI Short Term Debt Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Fund | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹16979 Cr | ₹13523 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| 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 | CRISIL Short Duration Fund AII Index |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 1.12 | 0.85 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01ES7 | INF200K01HZ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 1.84% | 1.77% |
| 6 Month | 4.77% | 4.86% |
| 1 Year | 9.27% | 9.27% |
| 3 Year | 6.79% | 6.91% |
| 5 Year | 6.17% | 6.19% |
SIP Return Analysis
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.98% | 2.96% |
| 1 Year | 9.87% | 9.89% |
| 3 Year | 7.99% | 8.04% |
| 5 Year | 6.6% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 7.16% | 7.61% |
| 3 Year | 7.44% | 7.76% |
| 5 Year | 7.92% | 7.94% |
Risk Management
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -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 Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Bond Short Term Plan-(Growth) | SBI Short Term Debt Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
SBI Short Term Debt Fund - Regular Plan -Growth |
|---|---|---|
| Others | 100 | 100 |
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