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Kotak Medium Term Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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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 Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1879 Cr ₹2049 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 78%
Expense Ratio 1.63 1.56
Manager Deepak Agrawal Dhaval Joshi
ISIN Code INF174K01VL6 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 1.24% 1.13%
6 Month 5.46% 8%
1 Year 10.32% 14.78%
3 Year 7.73% 14.83%
5 Year 7.04% 13.5%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 3.25% 4.12%
1 Year 10.7% 15.65%
3 Year 8.83% 11.56%
5 Year 7.37% 12.68%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.07% 9.22%
3 Year 6.39% 9.95%
5 Year 6.41% 8.72%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.604% 9.216%
Sharp -0.186% 0.725%
Beta 1.21% 3.163%
Alpha -0.198% 6.914%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Deepak Agrawal Dhaval Joshi
Total AUM ₹150749 Cr ₹361932 Cr
Funds Managed 14 55
Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 94.11 95.74
Real Estate 5.36 1.13
Financial Services 0.54 1
Industrials - 1.52
Utilities - 0.6

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