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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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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 HSBC Medium Duration Fund - Regular Growth
Fund Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1832 Cr ₹770 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 0.0% 54%
Expense Ratio 1.63 1.1
Manager Deepak Agrawal Shriram Ramanathan
ISIN Code INF174K01VL6 INF917K01TH0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.83% 0.49%
6 Month 5.03% 4.37%
1 Year 8.35% 8.06%
3 Year 7.65% 7.67%
5 Year 6.64% 6.57%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 1.58% 1.24%
1 Year 8.08% 7.75%
3 Year 8.33% 8.01%
5 Year 7.19% 6.98%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.3% 7.23%
3 Year 6.45% 6.24%
5 Year 6.45% 6.42%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.47% 1.35%
Sharp 0.43% 0.55%
Beta 1.54% 1.52%
Alpha -0.51% -0.38%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Name Deepak Agrawal Shriram Ramanathan
Total AUM ₹150749 Cr ₹32638 Cr
Funds Managed 14 11
Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth
Others 93.01 100
Real Estate 6.99 -

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