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Kotak Medium Term Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
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 | 0.13% | 0.22% |
| 6 Month | 3.49% | 3% |
| 1 Year | 8.79% | 8.34% |
| 3 Year | 7.97% | 8.07% |
| 5 Year | 6.35% | 6.65% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.67% | 1.49% |
| 1 Year | 7.82% | 7.01% |
| 3 Year | 8.45% | 8.11% |
| 5 Year | 7.44% | 7.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.54% | 7.67% |
| 3 Year | 6.54% | 7.87% |
| 5 Year | 6.47% | 7.72% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.42% | 1.17% |
| Sharp | 0.89% | 1.14% |
| Beta | 1.09% | 0.98% |
| 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 | 92.06 | 99.39 |
| Real Estate | 6.65 | 0.61 |
| Financial Services | 1.29 | - |
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