UTI Short Duration Fund vs Kotak Bond Short Term Plan compare
Kotak Bond Short Term Plan-(Growth)
UTI Short Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹16979 Cr | ₹2338 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 02 May 2002 | 19 Sep 2007 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Ultra Short Duration Fund BI Index |
Turn Over | 0.0% | 270% |
Expense Ratio | 1.12 | 0.85 |
Manager | Abhishek Bisen | Sudhir Agrawal |
ISIN Code | INF174K01ES7 | INF789F01QA4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.98% | 1.78% |
6 Month | 4.53% | 4.33% |
1 Year | 9.17% | 8.79% |
3 Year | 6.76% | 7.05% |
5 Year | 6.27% | 7.61% |
SIP Return Analysis
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.98% | 2.82% |
1 Year | 9.87% | 9.53% |
3 Year | 7.99% | 8.05% |
5 Year | 6.6% | 7.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.16% | 7.94% |
3 Year | 7.44% | 7.59% |
5 Year | 7.92% | 7.42% |
Risk Management
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.111% | 2.58% |
Sharp | -0.554% | 0.59% |
Beta | 0.928% | 0.42% |
Alpha | -0.479% | 2.36% |
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Fund Managers
Scheme Name | Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Sudhir Agrawal |
Total AUM | ₹0 Cr | ₹7736 Cr |
Funds Managed | 33 | 6 |
Kotak Bond Short Term Plan-(Growth) | UTI Short Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Short Term Plan-(Growth) |
UTI Short Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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