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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) | ₹2082 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 | 0.81% | 0.48% |
| 6 Month | 3.73% | 2.24% |
| 1 Year | 8.92% | 8.07% |
| 3 Year | 8.08% | 7.61% |
| 5 Year | 6.43% | 5.86% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.23% | 1.41% |
| 1 Year | 9.13% | 7.03% |
| 3 Year | 8.86% | 7.88% |
| 5 Year | 7.64% | 7.04% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.52% | 6.27% |
| 3 Year | 6.53% | 6.46% |
| 5 Year | 6.48% | 6.18% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.53% |
| Sharp | -0.01% | -0.25% |
| Beta | 0.74% | 0.78% |
| Alpha | 0.02% | -0.35% |
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 | 92.25 | 100 |
| Real Estate | 6.48 | - |
| Financial Services | 1.27 | - |
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