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Kotak Medium Term Fund vs Nippon India Strategic Debt Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Nippon India Strategic Debt 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 Strategic Debt Fund - Growth Option
Fund Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1879 Cr ₹115 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 Strategic Debt Fund - Growth Option
1 Month 1.42% 1.06%
6 Month 5.23% 5.46%
1 Year 10.44% 10.05%
3 Year 7.7% 7.5%
5 Year 7.16% 8.13%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
6 Month 3.25% 3.17%
1 Year 10.7% 10.79%
3 Year 8.83% 8.65%
5 Year 7.37% 8.22%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Year 7.07% 6.72%
3 Year 6.39% 5.1%
5 Year 6.41% -1.01%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Standard Deviation 1.604% 1.541%
Sharp -0.186% -0.387%
Beta 1.21% 1.146%
Alpha -0.198% -0.466%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt 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 Strategic Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

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