Tata Short Term Bond Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
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) | ₹16979 Cr | ₹2720 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 02 May 2002 | 09 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 | 1.12 | 1.19 |
Manager | Abhishek Bisen | Murthy Nagarajan |
ISIN Code | INF174K01ES7 | INF277K01972 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Month | 1.8% | 1.64% |
6 Month | 4.7% | 4.66% |
1 Year | 9.34% | 8.99% |
3 Year | 6.78% | 6.63% |
5 Year | 6.19% | 5.97% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | 2.98% | 2.87% |
1 Year | 9.87% | 9.48% |
3 Year | 7.99% | 7.73% |
5 Year | 6.6% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 7.16% | 7.14% |
3 Year | 7.44% | 7.01% |
5 Year | 7.92% | 7.67% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 1.111% | 1.085% |
Sharp | -0.554% | -0.631% |
Beta | 0.928% | 0.854% |
Alpha | -0.479% | -0.547% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 | 100 |
Top Comparisons
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.18%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.55%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.23%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.97%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns13.15%