BANDHAN Bond Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Chart Comparison
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) | ₹1859 Cr | ₹1488 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 | 0.28% | 0.01% |
6 Month | 5.13% | 5% |
1 Year | 9.76% | 9.13% |
3 Year | 7.82% | 7.23% |
5 Year | 6.68% | 5.14% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
6 Month | 2.53% | 2.09% |
1 Year | 9.54% | 8.72% |
3 Year | 8.65% | 7.83% |
5 Year | 7.29% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
1 Year | 7.19% | 7.17% |
3 Year | 6.4% | 7.95% |
5 Year | 6.42% | 8.09% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.51% | 1.65% |
Sharp | 0.61% | 0.40% |
Beta | 1.56% | 1.86% |
Alpha | -0.65% | -1.19% |
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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 | 94.03 | 100 |
Real Estate | 5.79 | - |
Financial Services | 0.19 | - |
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