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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) ₹1837 Cr ₹758 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 0.7% 0.58%
6 Month 4.05% 2.89%
1 Year 8.6% 8.3%
3 Year 8.03% 7.91%
5 Year 6.45% 6.31%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 1.36% 0.79%
1 Year 7.5% 6.14%
3 Year 8.22% 7.56%
5 Year 7.2% 6.81%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.38% 7.27%
3 Year 6.49% 6.29%
5 Year 6.47% 6.43%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.42% 1.29%
Sharp 0.87% 0.88%
Beta 1.05% 1.07%
Alpha -0.03% -0.17%

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 92.43 100
Real Estate 7.57 -

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