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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) ₹2015 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 0.05% 0.04%
6 Month 2.89% 2.06%
1 Year 8.1% 6.9%
3 Year 7.86% 7.3%
5 Year 6.31% 6.01%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
6 Month 1.28% 1.02%
1 Year 6.62% 5.14%
3 Year 8.08% 7.1%
5 Year 7.28% 6.69%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Year 7.57% 7.58%
3 Year 6.56% 7.7%
5 Year 6.46% 8.1%

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 90.55 97.21
Real Estate 6.92 0.91
Financial Services 1.32 0.76
Industrials 1.21 0.49
Utilities - 0.63

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