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UTI Short Duration 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 UTI Short Duration 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) 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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