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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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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 HDFC Medium Term Debt Fund - Growth Option
Fund Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1832 Cr ₹3929 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Mar 2014 06 Feb 2002
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 0.0% 21.38%
Expense Ratio 1.63 1.33
Manager Deepak Agrawal Dhruv Muchhal
ISIN Code INF174K01VL6 INF179K01913
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Month 0.8% 0.48%
6 Month 5.04% 4.29%
1 Year 8.38% 7.6%
3 Year 7.66% 7.38%
5 Year 6.65% 6.43%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
6 Month 1.58% 1.2%
1 Year 8.08% 7.23%
3 Year 8.33% 7.68%
5 Year 7.19% 6.82%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Year 7.3% 7.48%
3 Year 6.45% 7.7%
5 Year 6.45% 8.12%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Standard Deviation 1.47% 1.35%
Sharp 0.43% 0.33%
Beta 1.54% 1.54%
Alpha -0.51% -0.69%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Name Deepak Agrawal Dhruv Muchhal
Total AUM ₹150749 Cr ₹520687 Cr
Funds Managed 14 40
Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option
Others 93.01 97.99
Real Estate 6.99 0.79
Financial Services - 1.21

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