- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1859 Cr | ₹648 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 | 0.25% | -0.06% |
| 6 Month | 5.07% | 5.23% |
| 1 Year | 9.7% | 9.31% |
| 3 Year | 7.87% | 7.91% |
| 5 Year | 6.74% | 6.85% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.53% | 2.33% |
| 1 Year | 9.54% | 9.51% |
| 3 Year | 8.65% | 8.47% |
| 5 Year | 7.29% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.19% | 7.18% |
| 3 Year | 6.4% | 6.19% |
| 5 Year | 6.42% | 6.4% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.51% | 1.23% |
| Sharp | 0.61% | 1.00% |
| Beta | 1.56% | 1.37% |
| Alpha | -0.65% | -0.16% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 94.11 | 100 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | - |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.14%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.09%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns21.99%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.94%
Kotak Money Market Fund - (Growth)
3Y Returns7.42%
Kotak Money Market Fund - (Growth)
3Y Returns7.42%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.16%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.61%
