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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) | ₹5757 Cr | ₹2082 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 | 0.79% | 0.81% |
| 6 Month | 3.53% | 3.73% |
| 1 Year | 9% | 8.92% |
| 3 Year | 8.02% | 8.08% |
| 5 Year | 6.73% | 6.43% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 6 Month | 2.08% | 2.23% |
| 1 Year | 8.74% | 9.13% |
| 3 Year | 8.53% | 8.86% |
| 5 Year | 7.66% | 7.64% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Year | 7.56% | 7.52% |
| 3 Year | 7.41% | 6.53% |
| 5 Year | 7.47% | 6.48% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Standard Deviation | 1.03% | 1.42% |
| Sharp | 1.18% | 0.89% |
| Beta | 0.86% | 1.09% |
| Alpha | 0.25% | 0.03% |
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 | 99.97 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 93.31 | 91.95 |
| Realty | 5.54 | 6.74 |
| Transport Infrastructure | 0.99 | - |
| Units of Infrastructure Investment Trusts | 0.13 | - |
| Construction | - | 1.31 |
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