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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon 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) ₹1817 Cr ₹3804 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

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Month 0.01% -0.19%
6 Month 4.6% 4.21%
1 Year 8.41% 7.83%
3 Year 7.42% 7.25%
5 Year 6.61% 6.4%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
6 Month 1.79% 1.45%
1 Year 8.28% 7.61%
3 Year 8.37% 7.81%
5 Year 7.19% 6.87%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Year 7.3% 7.48%
3 Year 6.45% 7.7%
5 Year 6.45% 8.12%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Standard Deviation 1.43% 1.27%
Sharp 0.65% 0.63%
Beta 1.53% 1.49%
Alpha -0.46% -0.56%

Fund Managers

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

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option

Others 94 97.87
Real Estate 6 0.84
Financial Services - 1.29

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