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Kotak Medium Term Fund - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2015 Cr | ₹314 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Mar 2014 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 0.75 |
| Manager | Deepak Agrawal | Vivekanand Ramakrishnan |
| ISIN Code | INF174K01VL6 | INF740K01557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 0.05% | -0.22% |
| 6 Month | 2.89% | 1.3% |
| 1 Year | 8.1% | 6.79% |
| 3 Year | 7.86% | 7.23% |
| 5 Year | 6.31% | 5.66% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 1.28% | 0.45% |
| 1 Year | 6.62% | 3.99% |
| 3 Year | 8.08% | 6.89% |
| 5 Year | 7.28% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.57% | 6.32% |
| 3 Year | 6.56% | 6.49% |
| 5 Year | 6.46% | 6.17% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.53% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Name | Deepak Agrawal | Vivekanand Ramakrishnan |
| Total AUM | ₹150749 Cr | ₹3101 Cr |
| Funds Managed | 14 | 3 |
| Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 90.55 | 100 |
| Real Estate | 6.92 | - |
| Financial Services | 1.32 | - |
| Industrials | 1.21 | - |
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