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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) | ₹2083 Cr | ₹3885 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 | 0.21% | 0.19% |
| 6 Month | 3.41% | 2.52% |
| 1 Year | 8.54% | 7.34% |
| 3 Year | 7.87% | 7.38% |
| 5 Year | 6.34% | 6.03% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.97% | 1.29% |
| 1 Year | 8.67% | 6.53% |
| 3 Year | 8.65% | 7.49% |
| 5 Year | 7.53% | 6.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.54% | 7.59% |
| 3 Year | 6.54% | 7.7% |
| 5 Year | 6.47% | 8.11% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.55% | 1.26% |
| Sharp | -0.01% | 0.63% |
| Beta | 0.74% | 1.08% |
| Alpha | 0.02% | -0.44% |
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 | 92.06 | 97.86 |
| Real Estate | 6.65 | 0.88 |
| Financial Services | 1.29 | 0.76 |
| Industrials | - | 0.5 |
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