Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Medium Term Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1879 Cr ₹44 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹100 ₹500
Launch Date 21 Mar 2014 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 0.0% 78%
Expense Ratio 1.63 2.19
Manager Deepak Agrawal Dwijendra Srivastava
ISIN Code INF174K01VL6 INF903J01FQ2
Exits Load Data not available./365 Sundaram Medium Duration 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 SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 1.56% 1.49%
6 Month 4.34% 4.31%
1 Year 9.83% 8.17%
3 Year 7.02% 5.47%
5 Year 7.42% 4.69%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.89% 2.73%
1 Year 9.99% 8.63%
3 Year 8.53% 6.72%
5 Year 7.17% 5.14%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.07% 6.57%
3 Year 6.39% 6.49%
5 Year 6.41% 6.63%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.604% 1.81%
Sharp -0.186% -1.215%
Beta 1.21% 1.575%
Alpha -0.198% -1.945%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Deepak Agrawal Dwijendra Srivastava
Total AUM ₹150749 Cr ₹14140 Cr
Funds Managed 14 14
Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

Top Comparisons

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns18.76%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns9.31%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns6.46%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns6.71%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.4%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns20.4%

Compare Now

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully