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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 0.58% 0.35%
6 Month 3.98% 2.17%
1 Year 8.72% 7.31%
3 Year 8.16% 7.25%
5 Year 6.39% 4.96%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
6 Month 2.04% 1.01%
1 Year 9.08% 6.17%
3 Year 8.76% 7.19%
5 Year 7.54% 6.22%

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% 1.61%
Sharp 0.87% 0.28%
Beta 1.05% 1.27%
Alpha -0.03% -1.10%

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 92.9 100
Real Estate 7.1 -

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