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Kotak Medium Term Fund - Growth
HDFC Medium Term Debt Fund - Growth Option
Chart Comparison
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) | ₹1878 Cr | ₹3842 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 | 1.01% | 0.87% |
| 6 Month | 4.42% | 3.21% |
| 1 Year | 8.59% | 7.73% |
| 3 Year | 8.15% | 7.78% |
| 5 Year | 6.52% | 6.28% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.2% | 1.49% |
| 1 Year | 9.45% | 7.66% |
| 3 Year | 8.8% | 7.84% |
| 5 Year | 7.51% | 6.96% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 7.5% |
| 3 Year | 6.49% | 7.69% |
| 5 Year | 6.47% | 8.11% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.42% | 1.28% |
| Sharp | 0.77% | 0.59% |
| Beta | 1.66% | 1.68% |
| Alpha | -0.50% | -0.86% |
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 | 92.87 | 97.87 |
| Real Estate | 7.13 | 0.86 |
| Financial Services | - | 1.27 |
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