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Kotak Medium Term Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 -

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