Tata Corporate Bond Fund vs Kotak Corporate Bond Fund compare
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Tata Corporate Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹14223 Cr | ₹2910 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Sep 2007 | 01 Dec 2021 |
Category | Corporate Bond | Corporate Bond |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Corporate Bond Fund BII Index | CRISIL Corporate Bond Fund |
Turn Over | 45% | 106% |
Expense Ratio | 0.67 | 0.86 |
Manager | Deepak Agrawal | Abhishek Sonthalia |
ISIN Code | INF178L01BO1 | INF277KA1299 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.64% | 0.56% |
6 Month | 3.76% | 3.62% |
1 Year | 8.05% | 7.88% |
3 Year | 6.42% | 5.92% |
5 Year | 6.31% | - |
SIP Return Analysis
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.83% | 7.59% |
3 Year | 7.4% | 7.21% |
5 Year | 6.5% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.88% | 6.83% |
3 Year | 8.16% | 5.79% |
5 Year | 8.66% | - |
Risk Management
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 1% | 1.332% |
Sharp | -0.01% | -0.344% |
Beta | 0.48% | 1.11% |
Alpha | 0.01% | -0.414% |
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Fund Managers
Scheme Name | Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
Name | Deepak Agrawal | Abhishek Sonthalia |
Total AUM | ₹150749 Cr | ₹28928 Cr |
Fund Manage | 14 | 4 |
Kotak Corporate Bond Fund- Regular Plan-Growth Option | Tata Corporate Bond Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Corporate Bond Fund- Regular Plan-Growth Option |
Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Corporate Bond Fund- Regular Plan-Growth Option |
Tata Corporate Bond Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 13.65 |
Sovereign | - | 11.59 |
Construction | - | 15.56 |
Financial | - | 49.5 |
Communication | - | 4.21 |
Energy | - | 0.7 |
Capital Goods | - | 4.79 |
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