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
| 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 |
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.44% |
| 6 Month | 4.16% | 3.81% |
| 1 Year | 7.84% | 7.44% |
| 3 Year | 5.52% | 5.45% |
| 5 Year | 5.99% | 5.72% |
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.03% | 7.51% |
| 3 Year | 6.78% | 6.56% |
| 5 Year | 5.97% | 5.74% |
| Scheme Name | Kotak Bond Short Term Plan-(Growth) | Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.14% | 7.08% |
| 3 Year | 7.46% | 7.06% |
| 5 Year | 7.93% | 7.68% |
| 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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| 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 |
| Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
|---|---|---|
| Others | 100 | 100 |
| 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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