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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) ₹1817 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 -0.01% -0.12%
6 Month 4.44% 4.72%
1 Year 8.36% 8.36%
3 Year 7.38% 7.42%
5 Year 6.68% 6.03%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
6 Month 1.36% 1.07%
1 Year 7.57% 7.67%
3 Year 8.2% 7.95%
5 Year 7.09% 6.86%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
1 Year 7.3% 7.09%
3 Year 6.45% 6.81%
5 Year 6.45% 6.58%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
Standard Deviation 1.43% 1.42%
Sharp 0.65% 0.67%
Beta 1.53% 1.72%
Alpha -0.46% -0.61%

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 94 100
Real Estate 6 -

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