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Kotak Medium Term Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
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) | ₹2083 Cr | ₹788 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 | 0.33% | 0.03% |
| 6 Month | 3.69% | 2.32% |
| 1 Year | 8.81% | 7.7% |
| 3 Year | 7.95% | 7.6% |
| 5 Year | 6.41% | 6.04% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.97% | 1.08% |
| 1 Year | 8.67% | 6.29% |
| 3 Year | 8.65% | 7.61% |
| 5 Year | 7.53% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.52% | 7.35% |
| 3 Year | 6.53% | 6.36% |
| 5 Year | 6.48% | 6.42% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.42% | 1.27% |
| Sharp | 0.89% | 0.77% |
| Beta | 1.09% | 1.06% |
| Alpha | 0.03% | -0.23% |
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 | 92.25 | 100 |
| Real Estate | 6.48 | - |
| Financial Services | 1.27 | - |
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