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DSP Bond Fund vs Kotak Medium Term Fund compare
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) | ₹1879 Cr | ₹306 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 | 1.56% | 1.61% |
| 6 Month | 4.34% | 5.23% |
| 1 Year | 9.83% | 9.84% |
| 3 Year | 7.02% | 7.25% |
| 5 Year | 7.42% | 6.55% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.89% | 3.45% |
| 1 Year | 9.99% | 10.95% |
| 3 Year | 8.53% | 8.56% |
| 5 Year | 7.17% | 6.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.98% |
| 3 Year | 6.39% | 6.8% |
| 5 Year | 6.41% | 6.63% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.604% | 1.497% |
| Sharp | -0.186% | -0.271% |
| Beta | 1.21% | 1.325% |
| Alpha | -0.198% | -0.287% |
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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 | 94.11 | 100 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | - |
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