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DSP Bond Fund vs Kotak Medium Term Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon DSP Bond Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.01% 0.86%
6 Month 4.37% 4.99%
1 Year 9.71% 9.55%
3 Year 7.5% 7.69%
5 Year 7.18% 6.31%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
6 Month 2.7% 3%
1 Year 9.69% 10.31%
3 Year 8.49% 8.42%
5 Year 7.16% 6.92%

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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