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Kotak Medium Term Fund - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
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) | ₹1837 Cr | ₹2734 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 | 0.58% | 0.53% |
| 6 Month | 3.98% | 3.84% |
| 1 Year | 8.72% | 11.25% |
| 3 Year | 8.16% | 9.62% |
| 5 Year | 6.39% | 12.5% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.04% | 1.7% |
| 1 Year | 9.08% | 9.86% |
| 3 Year | 8.76% | 10.55% |
| 5 Year | 7.54% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.38% | 9.4% |
| 3 Year | 6.49% | 10.06% |
| 5 Year | 6.47% | 8.84% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.42% | 1.71% |
| Sharp | 0.87% | 1.57% |
| Beta | 1.05% | 0.86% |
| Alpha | -0.03% | 1.67% |
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 | 92.9 | 95.66 |
| Real Estate | 7.1 | 1.8 |
| Financial Services | - | 0.81 |
| Industrials | - | 1.18 |
| Utilities | - | 0.55 |
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