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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Axis Strategic 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 Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹2082 Cr ₹1928 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Mar 2014 28 Mar 2012
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 0.0% 20%
Expense Ratio 1.63 1.16
Manager Deepak Agrawal Devang Shah
ISIN Code INF174K01VL6 INF846K01BP2
Exits Load Data not available./365 Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.62% 0.68%
6 Month 3.57% 2.89%
1 Year 8.96% 8.76%
3 Year 8.03% 8.12%
5 Year 6.37% 6.69%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 2.14% 1.64%
1 Year 9.05% 7.7%
3 Year 8.77% 8.32%
5 Year 7.57% 7.54%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 7.49% 7.65%
3 Year 6.52% 7.85%
5 Year 6.5% 7.76%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.42% 1.17%
Sharp 0.87% 1.19%
Beta 1.05% 0.96%
Alpha -0.03% 0.22%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Deepak Agrawal Devang Shah
Total AUM ₹150749 Cr ₹60014 Cr
Funds Managed 14 15
Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option
Others 93.27 99.4
Real Estate 6.73 0.6

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