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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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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 Nippon India Medium Duration Fund - Growth Option
Fund Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1837 Cr ₹113 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 26 Jun 2014
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.63 1.1
Manager Deepak Agrawal Sushil Budhia
ISIN Code INF174K01VL6 INF204KA1PZ1
Exits Load Data not available./365 Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
1 Month 1.16% 0.65%
6 Month 4.05% 4.68%
1 Year 8.77% 10.06%
3 Year 8.14% 8.5%
5 Year 6.49% 8.99%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
6 Month 2.08% 2.25%
1 Year 9.27% 10.59%
3 Year 8.74% 9.18%
5 Year 7.5% 8.42%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
1 Year 7.38% 6.9%
3 Year 6.49% 5.55%
5 Year 6.47% -0.94%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
Standard Deviation 1.42% 1.92%
Sharp 0.77% 0.77%
Beta 1.66% 1.78%
Alpha -0.50% -0.20%

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
Name Deepak Agrawal Sushil Budhia
Total AUM ₹150749 Cr ₹29447 Cr
Funds Managed 14 11
Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Medium Duration Fund - Growth Option
Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Medium Duration Fund - Growth Option
Others 92.43 100
Real Estate 7.57 -

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