- 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 ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Kotak Medium Term Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5695 Cr | ₹1879 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Sep 2004 | 21 Mar 2014 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 0.0% |
| Expense Ratio | 1.35 | 1.63 |
| Manager | Manish Banthia | Deepak Agrawal |
| ISIN Code | INF109K01AH4 | INF174K01VL6 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Month | 1.37% | 1.56% |
| 6 Month | 5% | 4.34% |
| 1 Year | 9.71% | 9.83% |
| 3 Year | 7.49% | 7.02% |
| 5 Year | 7.57% | 7.42% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 6 Month | 3.03% | 2.89% |
| 1 Year | 10.3% | 9.99% |
| 3 Year | 8.45% | 8.53% |
| 5 Year | 7.37% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Year | 7.48% | 7.07% |
| 3 Year | 7.36% | 6.39% |
| 5 Year | 7.54% | 6.41% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Standard Deviation | 1.173% | 1.604% |
| Sharp | 0.15% | -0.186% |
| Beta | 0.982% | 1.21% |
| Alpha | 0.222% | -0.198% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Name | Manish Banthia | Deepak Agrawal |
| Total AUM | ₹239319 Cr | ₹150749 Cr |
| Funds Managed | 19 | 14 |
| ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 99.82 | 94.11 |
| Financial Services | 0.18 | 0.54 |
| Real Estate | - | 5.36 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns14.72%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.7%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.24%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.29%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns23.47%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns21.06%
DSP Quant Fund - Regular Plan - Growth
3Y Returns9.1%
Quant Quantamental Fund Regular - Growth
3Y Returns20.4%
