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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Fund Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1837 Cr ₹1434 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 08 Jul 2003
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index A-III
Turn Over 0.0% 78%
Expense Ratio 1.63 1.31
Manager Deepak Agrawal Sreejith Balasubramanian
ISIN Code INF174K01VL6 INF194K01JU0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Month 1.03% 0.65%
6 Month 4.33% 2.4%
1 Year 8.61% 7.24%
3 Year 8.09% 7.21%
5 Year 6.52% 5.04%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
6 Month 2.08% 1.05%
1 Year 9.27% 6.59%
3 Year 8.74% 7.27%
5 Year 7.5% 6.21%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Year 7.38% 7.2%
3 Year 6.49% 7.92%
5 Year 6.47% 8.05%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Standard Deviation 1.42% 1.63%
Sharp 0.77% 0.19%
Beta 1.66% 2.10%
Alpha -0.50% -1.68%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Name Deepak Agrawal Sreejith Balasubramanian
Total AUM ₹150749 Cr ₹66149 Cr
Funds Managed 14 14
Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Others 92.43 100
Real Estate 7.57 -

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