Kotak Medium Term Fund vs HSBC Medium Duration Fund compare
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) | ₹1845 Cr | ₹843 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 | 0.59% | 0.77% |
6 Month | 3.99% | 3.84% |
1 Year | 8.33% | 8.05% |
3 Year | 6.14% | 6.08% |
5 Year | 5.99% | 6.07% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 7.88% |
3 Year | 7.61% | 7.42% |
5 Year | 6.67% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.07% | 7.09% |
3 Year | 6.39% | 6.1% |
5 Year | 6.41% | 6.39% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 1.55% | 1.55% |
Sharp | -0.01% | -0.14% |
Beta | 0.74% | 0.79% |
Alpha | 0.02% | -0.18% |
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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 |
Fund Manage | 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 | 92.92 | 100 |
Mid Cap | 3.01 | - |
Small Cap | 4.07 | - |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
---|---|---|
Others | 92.92 | 100 |
Realty | 5.67 | - |
Construction | 1.41 | - |
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