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Kotak Medium Term Fund - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1837 Cr | ₹318 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Mar 2014 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 0.75 |
| Manager | Deepak Agrawal | Vivekanand Ramakrishnan |
| ISIN Code | INF174K01VL6 | INF740K01557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 1.29% | 0.93% |
| 6 Month | 4.54% | 3.24% |
| 1 Year | 8.83% | 8.34% |
| 3 Year | 8.18% | 7.95% |
| 5 Year | 6.53% | 5.93% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.39% |
| 1 Year | 9.27% | 8% |
| 3 Year | 8.74% | 8.09% |
| 5 Year | 7.5% | 7.06% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.38% | 7.12% |
| 3 Year | 6.49% | 6.82% |
| 5 Year | 6.47% | 6.56% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.42% | 1.36% |
| Sharp | 0.77% | 0.69% |
| Beta | 1.66% | 1.84% |
| Alpha | -0.50% | -0.82% |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Name | Deepak Agrawal | Vivekanand Ramakrishnan |
| Total AUM | ₹150749 Cr | ₹3101 Cr |
| Funds Managed | 14 | 3 |
| Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 92.43 | 100 |
| Real Estate | 7.57 | - |
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