Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Medium Term Plan vs Kotak Medium Term Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1879 Cr ₹2049 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 78%
Expense Ratio 1.63 1.56
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01VL6 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 1.56% 1.52%
6 Month 4.34% 7.06%
1 Year 9.83% 14.56%
3 Year 7.02% 14.26%
5 Year 7.42% 13.73%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 2.89% 4.34%
1 Year 9.99% 15.8%
3 Year 8.53% 11.69%
5 Year 7.17% 12.7%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.07% 9.22%
3 Year 6.39% 9.95%
5 Year 6.41% 8.72%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.604% 9.216%
Sharp -0.186% 0.725%
Beta 1.21% 3.163%
Alpha -0.198% 6.914%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Funds Managed 14 55
Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 94.11 95.74
Real Estate 5.36 1.13
Financial Services 0.54 1
Industrials - 1.52
Utilities - 0.6

Top Comparisons

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.37%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns8.97%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.04%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.05%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns16.23%

Compare Now

ITI Overnight Fund Regular - Growth ITI Overnight Fund Regular - Growth

3Y Returns6.04%

VS

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now
Add to Cart Successfully