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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) | ₹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 | 0.73% | 0.32% |
| 6 Month | 3.92% | 1.97% |
| 1 Year | 8.94% | 7.41% |
| 3 Year | 8% | 7% |
| 5 Year | 6.41% | 4.96% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.15% | 1.09% |
| 1 Year | 9.18% | 6.06% |
| 3 Year | 8.76% | 7.11% |
| 5 Year | 7.55% | 6.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 7.25% |
| 3 Year | 6.52% | 7.92% |
| 5 Year | 6.5% | 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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