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% |
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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 |
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 | - |
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