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SBI Short Term 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 Term Debt Fund - Regular Plan -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 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 1.09% 1.07%
6 Month 3.62% 3.8%
1 Year 7.98% 8.05%
3 Year 6.2% 6.42%
5 Year 6.06% 6.13%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) SBI Short Term Debt Fund - Regular Plan -Growth
6 Month 2.4% 2.47%
1 Year 8.18% 8.36%
3 Year 7.4% 7.5%
5 Year 6.25% 6.36%

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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