Kotak Medium Term Fund vs DSP Bond Fund compare
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) | ₹1879 Cr | ₹306 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 | 1.31% | 1.14% |
6 Month | 5.11% | 5.71% |
1 Year | 10.32% | 10.17% |
3 Year | 7.66% | 7.89% |
5 Year | 7.09% | 6.3% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
---|---|---|
6 Month | 3.25% | 3.52% |
1 Year | 10.7% | 11.4% |
3 Year | 8.83% | 8.77% |
5 Year | 7.37% | 7.14% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
---|---|---|
1 Year | 7.07% | 6.98% |
3 Year | 6.39% | 6.8% |
5 Year | 6.41% | 6.63% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
---|---|---|
Standard Deviation | 1.604% | 1.497% |
Sharp | -0.186% | -0.271% |
Beta | 1.21% | 1.325% |
Alpha | -0.198% | -0.287% |
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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 | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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