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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) | ₹2083 Cr | ₹172 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 | 0.33% | -0.06% |
| 6 Month | 3.69% | 1.68% |
| 1 Year | 8.81% | 6.6% |
| 3 Year | 7.95% | 6.85% |
| 5 Year | 6.41% | - |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.97% | 0.8% |
| 1 Year | 8.67% | 5.11% |
| 3 Year | 8.65% | 6.83% |
| 5 Year | 7.53% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.52% | 6.36% |
| 3 Year | 6.53% | 5.48% |
| 5 Year | 6.48% | - |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.44% |
| Sharp | -0.01% | 0.19% |
| Beta | 0.74% | 1.18% |
| Alpha | 0.02% | -1.07% |
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 | 92.25 | 100 |
| Real Estate | 6.48 | - |
| Financial Services | 1.27 | - |
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