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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) ₹2083 Cr ₹1941 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 0.33% 0.29%
6 Month 3.55% 2.91%
1 Year 8.67% 8.14%
3 Year 7.92% 7.99%
5 Year 6.36% 6.64%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 1.97% 1.41%
1 Year 8.67% 7.21%
3 Year 8.65% 8.13%
5 Year 7.53% 7.46%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 7.52% 7.66%
3 Year 6.53% 7.87%
5 Year 6.48% 7.72%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.55% 1.34%
Sharp -0.01% 0.32%
Beta 0.74% 0.69%
Alpha 0.02% 0.47%

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 92.25 99.39
Real Estate 6.48 0.61
Financial Services 1.27 -

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