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) | ₹1817 Cr | ₹173 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 | 0.31% | -0.03% |
6 Month | 4.73% | 4.22% |
1 Year | 8.63% | 7.81% |
3 Year | 7.47% | 6.85% |
5 Year | 6.6% | - |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 1.79% | 1.21% |
1 Year | 8.28% | 7.22% |
3 Year | 8.37% | 7.49% |
5 Year | 7.19% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 7.3% | 6.23% |
3 Year | 6.45% | 5.39% |
5 Year | 6.45% | - |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.43% | 1.49% |
Sharp | 0.65% | 0.22% |
Beta | 1.53% | 1.76% |
Alpha | -0.46% | -1.26% |
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 | 100 |
Real Estate | 6 | - |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns12.8%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.92%
Kotak Gold Fund Growth
3Y Returns22.19%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.81%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns15.14%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.44%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.52%