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Kotak Medium Term Fund - Growth
Nippon India Medium Duration Fund - Growth Option
Chart Comparison
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) | ₹1859 Cr | ₹101 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 | 0.4% | 0.01% |
| 6 Month | 5.19% | 4.67% |
| 1 Year | 9.74% | 9.02% |
| 3 Year | 7.83% | 7.52% |
| 5 Year | 6.68% | 7.87% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 6 Month | 2.54% | 1.98% |
| 1 Year | 9.6% | 8.71% |
| 3 Year | 8.71% | 8.17% |
| 5 Year | 7.34% | 7.96% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 1 Year | 7.19% | 6.8% |
| 3 Year | 6.4% | 5.19% |
| 5 Year | 6.42% | -0.99% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.51% | 1.38% |
| Sharp | 0.61% | 0.61% |
| Beta | 1.56% | 1.35% |
| Alpha | -0.65% | -0.53% |
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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 | 94.03 | 100 |
| Real Estate | 5.79 | - |
| Financial Services | 0.19 | - |
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