Kotak Medium Term Fund vs Invesco India Medium Duration Fund compare
Kotak Medium Term Fund - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Fund | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1879 Cr | ₹228 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Mar 2014 | 17 Jul 2021 |
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% | 40% |
Expense Ratio | 1.63 | 1.15 |
Manager | Deepak Agrawal | Krishna Venkat Cheemalapati |
ISIN Code | INF174K01VL6 | INF205KA1379 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Month | 0.7% | 0.35% |
6 Month | 4.82% | 4.69% |
1 Year | 9.63% | 8.85% |
3 Year | 7.73% | 7.38% |
5 Year | 7.03% | - |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 2.82% | 2.54% |
1 Year | 9.84% | 9.24% |
3 Year | 8.64% | 7.92% |
5 Year | 7.28% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 7.19% | 6.13% |
3 Year | 6.4% | 5.15% |
5 Year | 6.42% | - |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.604% | 1.743% |
Sharp | -0.186% | -0.548% |
Beta | 1.21% | 1.535% |
Alpha | -0.198% | -0.899% |
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Fund Managers
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Name | Deepak Agrawal | Krishna Venkat Cheemalapati |
Total AUM | ₹150749 Cr | ₹24743 Cr |
Funds Managed | 14 | 19 |
Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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