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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) | ₹2053 Cr | ₹2053 Cr | ₹316 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 | 0.24% | 0.24% | 0.33% |
| 6 Month | 0.3% | 0.3% | 0.48% |
| 1 Year | 5.25% | 5.25% | 5.77% |
| 3 Year | 6.76% | 6.76% | 6.88% |
| 5 Year | 4.97% | 4.97% | 8.02% |
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 | 0.69% | 0.69% | 0.94% |
| 1 Year | 3.87% | 3.87% | 4.46% |
| 3 Year | 6.47% | 6.47% | 6.73% |
| 5 Year | 6.06% | 6.06% | 7.6% |
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 | 7.2% | 7.2% | 7.45% |
| 3 Year | 7.5% | 7.5% | 7.24% |
| 5 Year | 7.83% | 7.83% | 6.93% |
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 | 2.25% | 2.25% | 2.23% |
| Sharp | 0.06% | 0.06% | 0.11% |
| Beta | 1.17% | 1.17% | 1.17% |
| Alpha | -1.24% | -1.24% | -1.15% |
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 | 99.63 | 99.63 | 100 |
| Construction | 0.37 | - | - |
| Financial Services | - | 0.37 | - |
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