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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon DSP Bond Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2082 Cr ₹318 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 0.81% 0.48%
6 Month 3.73% 2.24%
1 Year 8.92% 8.07%
3 Year 8.08% 7.61%
5 Year 6.43% 5.86%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
6 Month 2.23% 1.41%
1 Year 9.13% 7.03%
3 Year 8.86% 7.88%
5 Year 7.64% 7.04%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
1 Year 7.52% 6.27%
3 Year 6.53% 6.46%
5 Year 6.48% 6.18%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
Standard Deviation 1.42% 1.32%
Sharp 0.89% 0.68%
Beta 1.09% 1.14%
Alpha 0.03% -0.39%

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 98.44

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

DSP Bond Fund - Growth
Others 91.95 98.16
Realty 6.74 -
Construction 1.31 -
Transport Infrastructure - 0.28

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