Kotak Medium Term Fund vs Aditya Birla Sun Life Medium Term Plan compare
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) | ₹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 | 1.54% | 1.46% |
6 Month | 4.34% | 7.08% |
1 Year | 9.86% | 14.53% |
3 Year | 7.01% | 14.26% |
5 Year | 7.52% | 13.77% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | 2.89% | 4.34% |
1 Year | 9.99% | 15.8% |
3 Year | 8.53% | 11.69% |
5 Year | 7.17% | 12.7% |
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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