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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) | ₹2083 Cr | ₹2864 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 | 0.16% | 0.15% |
| 6 Month | 3.43% | 3.13% |
| 1 Year | 8.64% | 11% |
| 3 Year | 7.93% | 9.44% |
| 5 Year | 6.34% | 11.85% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.62% | 1.36% |
| 1 Year | 7.87% | 7.68% |
| 3 Year | 8.45% | 10.03% |
| 5 Year | 7.44% | 11.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.54% | 9.46% |
| 3 Year | 6.54% | 9.94% |
| 5 Year | 6.47% | 8.89% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.55% | 9.4% |
| Sharp | -0.01% | 0.71% |
| Beta | 0.74% | 1.35% |
| Alpha | 0.02% | 6.74% |
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 | 92.06 | 95.83 |
| Real Estate | 6.65 | 1.75 |
| Financial Services | 1.29 | 0.79 |
| Industrials | - | 1.11 |
| Utilities | - | 0.53 |
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