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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)	₹2083 Cr	₹3885 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	0.17%	0.3%
6 Month	3.36%	2.31%
1 Year	8.71%	7.56%
3 Year	7.89%	7.32%
5 Year	6.33%	6.03%

SIP Return Analysis

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
6 Month	1.6%	1.23%
1 Year	7.55%	5.9%
3 Year	8.36%	7.33%
5 Year	7.42%	6.81%

Rolling Lumpsum Returns

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
1 Year	7.56%	7.59%
3 Year	6.55%	7.7%
5 Year	6.46%	8.11%

Risk Management

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Standard Deviation	1.55%	1.48%
Sharp	-	-
Beta	-	-
Alpha	-	-

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	91.82	97.83
Real Estate	6.86	0.92
Financial Services	1.31	0.76
Industrials	-	0.49

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