- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Medium Term Fund - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2015 Cr | ₹176 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Mar 2014 | 17 Jul 2021 |
| 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% | 40% |
| Expense Ratio | 1.63 | 1.15 |
| Manager | Deepak Agrawal | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01VL6 | INF205KA1379 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.27% | -0.08% |
| 6 Month | 3.14% | 1.25% |
| 1 Year | 8.26% | 5.85% |
| 3 Year | 7.92% | 6.69% |
| 5 Year | 6.35% | - |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.28% | 0.61% |
| 1 Year | 6.62% | 3.68% |
| 3 Year | 8.08% | 6.39% |
| 5 Year | 7.28% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.57% | 6.55% |
| 3 Year | 6.56% | 6.54% |
| 5 Year | 6.46% | - |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 2.1% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Deepak Agrawal | Krishna Venkat Cheemalapati |
| Total AUM | ₹150749 Cr | ₹24743 Cr |
| Funds Managed | 14 | 19 |
| Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 90.55 | 100 |
| Real Estate | 6.92 | - |
| Financial Services | 1.32 | - |
| Industrials | 1.21 | - |
Top Comparisons
SBI Midcap Fund - Regular Plan - Growth
3Y Returns17%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns13%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.38%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.95%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.29%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.27%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.26%
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.83%
