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Kotak Medium Term Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1855 Cr | ₹1949 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Mar 2014 | 28 Mar 2012 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 0.0% | 20% |
| Expense Ratio | 1.63 | 1.16 |
| Manager | Deepak Agrawal | Devang Shah |
| ISIN Code | INF174K01VL6 | INF846K01BP2 |
| Exits Load | Data not available./365 | Axis Strategic Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.63% | 0.63% |
| 6 Month | 4.97% | 4.98% |
| 1 Year | 9.27% | 9.26% |
| 3 Year | 7.7% | 8.01% |
| 5 Year | 6.65% | 6.94% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.39% | 2.2% |
| 1 Year | 9.44% | 9.43% |
| 3 Year | 8.7% | 8.71% |
| 5 Year | 7.36% | 7.6% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.19% | 7.52% |
| 3 Year | 6.4% | 7.78% |
| 5 Year | 6.42% | 7.93% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.44% | 1.23% |
| Sharp | 0.73% | 1.12% |
| Beta | 1.52% | 1.42% |
| Alpha | -0.49% | -0.07% |
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Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Devang Shah |
| Total AUM | ₹150749 Cr | ₹60014 Cr |
| Funds Managed | 14 | 15 |
| Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 94.17 | 99.71 |
| Real Estate | 5.67 | - |
| Financial Services | 0.16 | 0.29 |
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