Kotak Medium Term Fund vs HDFC Medium Term Debt Fund compare

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Kotak Medium Term Fund - Growth

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HDFC Medium Term Debt Fund - Growth Option

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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	HDFC Medium Term Debt Fund - Growth Option
Fund	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹1859 Cr	₹3863 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	21 Mar 2014	06 Feb 2002
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%	21.38%
Expense Ratio	1.63	1.33
Manager	Deepak Agrawal	Dhruv Muchhal
ISIN Code	INF174K01VL6	INF179K01913
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
1 Month	0.28%	0.05%
6 Month	5.13%	4.91%
1 Year	9.76%	9.1%
3 Year	7.82%	7.71%
5 Year	6.68%	6.63%

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
6 Month	2.53%	2.15%
1 Year	9.54%	8.75%
3 Year	8.65%	8.1%
5 Year	7.29%	6.98%

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
1 Year	7.19%	7.46%
3 Year	6.4%	7.7%
5 Year	6.42%	8.13%

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Standard Deviation	1.51%	1.26%
Sharp	0.61%	0.81%
Beta	1.56%	1.46%
Alpha	-0.65%	-0.44%

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Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Name	Deepak Agrawal	Dhruv Muchhal
Total AUM	₹150749 Cr	₹520687 Cr
Funds Managed	14	40
	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option