Sundaram Short Duration Fund Regular Growth vs Kotak Bond Short Term Plan compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Kotak Bond Short Term Plan-(Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Fund Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹186 Cr ₹16071 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹250 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Jan 2013 02 May 2002
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 0.0%
Expense Ratio 0.85 1.11
Manager Dwijendra Srivastava Abhishek Bisen
ISIN Code INF173K01BA3 INF174K01ES7
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
1 Month 0.48% 0.48%
6 Month 4.29% 4.16%
1 Year 8.07% 7.84%
3 Year 5.97% 5.52%
5 Year 6.21% 5.99%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
6 Month - -
1 Year 8.24% 8.03%
3 Year 7.02% 6.78%
5 Year 6.3% 5.97%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
1 Year 7% 7.14%
3 Year 7.32% 7.46%
5 Year 7.82% 7.93%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Standard Deviation 3.92% 1.12%
Sharp 0.5% -0.44%
Beta -0.1% 2.01%
Alpha 1.76% 3.54%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)
Name Dwijendra Srivastava Abhishek Bisen
Total AUM ₹14140 Cr ₹0 Cr
Fund Manage 14 33
Sundaram Short Duration Fund Regular Growth Kotak Bond Short Term Plan-(Growth)

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Kotak Bond Short Term Plan-(Growth)

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Kotak Bond Short Term Plan-(Growth)

Others 100 4.98
Sovereign - 38.71
Financial - 49.2
Construction - 2.76
Energy - 2.52
Capital Goods - 1.83

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