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Kotak Bond Fund vs UTI Medium to Long Duration Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹2075 Cr | ₹2075 Cr | ₹322 Cr |
| Min Investment | ₹100 | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹500 |
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | % | 78% | 78% |
| Expense Ratio | 1.65 | 1.65 | 1.61 |
| Manager | Abhishek Bisen | Abhishek Bisen | Sunil Madhukar Patil |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.03% | 1.03% | 0.88% |
| 6 Month | 1.62% | 1.62% | 1.5% |
| 1 Year | 6.29% | 6.29% | 6.63% |
| 3 Year | 7.27% | 7.27% | 7.41% |
| 5 Year | 5.39% | 5.39% | 8.12% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.91% | 0.91% | 0.82% |
| 1 Year | 5.58% | 5.58% | 5.62% |
| 3 Year | 7.06% | 7.06% | 7.11% |
| 5 Year | 6.3% | 6.3% | 7.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.86% | 7.86% | 8.15% |
| 3 Year | 7.68% | 7.68% | 7.54% |
| 5 Year | 7.94% | 7.94% | 7.25% |
Risk Management
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 2.26% |
| Sharp | -0.22% | -0.22% | 0.16% |
| Beta | 1.17% | 1.17% | 1.21% |
| Alpha | -0.41% | -0.41% | -1.02% |
Fund Managers
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹6910 Cr |
| Funds Managed | 33 | 33 | 4 |
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Others | 99.65 | 99.65 | 100 |
| Financial Services | 0.35 | 0.35 | - |
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