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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) ₹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 1.08% 1.14%
6 Month 3.72% 3.75%
1 Year 7.98% 7.72%
3 Year 6.23% 6.16%
5 Year 6.1% 5.85%

SIP Return Analysis

Scheme Name Kotak Bond Short Term Plan-(Growth) Tata Short Term Bond Fund -Regular Plan- Growth Option
6 Month 2.4% 2.45%
1 Year 8.18% 8.08%
3 Year 7.4% 7.25%
5 Year 6.25% 6.09%

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%

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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
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

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