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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)	₹2082 Cr	₹3895 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	0.81%	0.62%
6 Month	3.73%	2.52%
1 Year	8.92%	7.67%
3 Year	8.08%	7.52%
5 Year	6.43%	6.11%

SIP Return Analysis

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
6 Month	2.23%	1.59%
1 Year	9.13%	7.09%
3 Year	8.86%	7.75%
5 Year	7.64%	7%

Rolling Lumpsum Returns

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
1 Year	7.52%	7.59%
3 Year	6.53%	7.7%
5 Year	6.48%	8.11%

Risk Management

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Standard Deviation	1.55%	1.27%
Sharp	-0.01%	0.69%
Beta	0.74%	1.07%
Alpha	0.02%	-0.42%

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	91.95	97.85
Realty	6.74	-
Construction	1.31	-
Real Estate	-	0.89
Financial Services	-	1.26

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