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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon HSBC Medium Duration Fund - Regular 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 HSBC Medium Duration Fund - Regular Growth
Fund Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹2083 Cr ₹788 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 0.0% 54%
Expense Ratio 1.63 1.1
Manager Deepak Agrawal Shriram Ramanathan
ISIN Code INF174K01VL6 INF917K01TH0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.21% 0.16%
6 Month 3.41% 2.27%
1 Year 8.54% 7.73%
3 Year 7.87% 7.59%
5 Year 6.34% 6.03%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 1.97% 1.08%
1 Year 8.67% 6.29%
3 Year 8.65% 7.61%
5 Year 7.53% 6.91%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.54% 7.36%
3 Year 6.54% 6.38%
5 Year 6.47% 6.42%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.55% 1.27%
Sharp -0.01% 0.77%
Beta 0.74% 1.06%
Alpha 0.02% -0.23%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Name Deepak Agrawal Shriram Ramanathan
Total AUM ₹150749 Cr ₹32638 Cr
Funds Managed 14 11
Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth
Others 92.06 100
Real Estate 6.65 -
Financial Services 1.29 -

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