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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) ₹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 0.13% 0.13%
6 Month 2.97% 2.32%
1 Year 8.26% 7.77%
3 Year 7.84% 7.85%
5 Year 6.32% 6.59%

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 7.57% 7.69%
3 Year 6.56% 7.89%
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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