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Kotak Medium Term Fund - Growth

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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)	₹2015 Cr	₹2059 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	0.28%	0.13%
6 Month	3.33%	2.45%
1 Year	8.5%	7.85%
3 Year	7.9%	7.87%
5 Year	6.34%	6.58%

SIP Return Analysis

Scheme Name	Kotak Medium Term Fund - Growth	Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month	1.51%	1.08%
1 Year	7.25%	5.86%
3 Year	8.26%	7.73%
5 Year	7.38%	7.29%

Rolling Lumpsum Returns

Scheme Name	Kotak Medium Term Fund - Growth	Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year	7.56%	7.69%
3 Year	6.55%	7.88%
5 Year	6.46%	7.71%

Risk Management

Scheme Name	Kotak Medium Term Fund - Growth	Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation	1.55%	1.34%
Sharp	-	-
Beta	-	-
Alpha	-	-

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	90.55	98.58
Real Estate	6.92	0.37
Financial Services	1.32	0.09
Industrials	1.21	0.95

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