Tata Short Term Bond 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 Tata Short Term Bond Fund -Regular Plan- Growth Option

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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) Tata Short Term Bond Fund -Regular Plan- Growth Option
Fund Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹16071 Cr ₹2209 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 May 2002 08 Aug 2002
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 1.11 1.18
Manager Abhishek Bisen Murthy Nagarajan
ISIN Code INF174K01ES7 INF277K01972
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Month 0.77% 0.7%
6 Month 3.96% 3.7%
1 Year 7.37% 7.14%
3 Year 5.23% 5.07%
5 Year 6.08% 5.83%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month - -
1 Year 3.2% 3.14%
3 Year 8.88% 8.8%
5 Year 14.58% 14.15%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
1 Year 7.17% 7.29%
3 Year 7.51% 7.24%
5 Year 7.94% 7.76%

Risk Management

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Standard Deviation 1.12% 1.16%
Sharp -0.44% -0.58%
Beta 2.01% 2.21%
Alpha 3.54% 3.77%

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Fund Managers

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
Name Abhishek Bisen Murthy Nagarajan
Total AUM ₹0 Cr ₹18015 Cr
Fund Manage 33 11
Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Bond Short Term Plan-(Growth)

Tata Short Term Bond Fund -Regular Plan- Growth Option

Others 4.98 6.49
Sovereign 38.71 24.65
Financial 49.2 58.98
Construction 2.76 5.34
Energy 2.52 -
Capital Goods 1.83 4.27
Services - 0.01
Unclassified - 0.26

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