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Kotak Medium Term Fund - Growth
HDFC Medium Term Debt Fund - Growth Option
Chart Comparison
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) | ₹1855 Cr | ₹3803 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 | 0.28% | 0.14% |
| 6 Month | 4.68% | 4.37% |
| 1 Year | 8.86% | 8.2% |
| 3 Year | 7.47% | 7.36% |
| 5 Year | 6.61% | 6.43% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.96% | 1.7% |
| 1 Year | 8.54% | 8.02% |
| 3 Year | 8.47% | 7.95% |
| 5 Year | 7.24% | 6.95% |
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 | 1.43% | 1.27% |
| Sharp | 0.65% | 0.63% |
| Beta | 1.53% | 1.49% |
| Alpha | -0.46% | -0.56% |
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 | 94.21 | 97.9 |
| Real Estate | 5.79 | 0.83 |
| Financial Services | 0 | 1.27 |
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