Kotak Medium Term Fund vs UTI Medium Duration Fund compare
Kotak Medium Term Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1879 Cr | ₹39 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 21 Mar 2014 | 31 Mar 2015 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
Turn Over | 0.0% | 24% |
Expense Ratio | 1.63 | 1.49 |
Manager | Deepak Agrawal | Ritesh Nambiar |
ISIN Code | INF174K01VL6 | INF789FB1JU4 |
Exits Load | Data not available./365 | UTI 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 | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.56% | 1.4% |
6 Month | 4.34% | 4.71% |
1 Year | 9.83% | 9.28% |
3 Year | 7.02% | 6.74% |
5 Year | 7.42% | 5.79% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.89% | 2.93% |
1 Year | 9.99% | 9.8% |
3 Year | 8.53% | 7.92% |
5 Year | 7.17% | 6.77% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.07% | 6.19% |
3 Year | 6.39% | 4.88% |
5 Year | 6.41% | 4.43% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.604% | 1.436% |
Sharp | -0.186% | -0.542% |
Beta | 1.21% | 1.21% |
Alpha | -0.198% | -0.63% |
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Fund Managers
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Ritesh Nambiar |
Total AUM | ₹150749 Cr | ₹2329 Cr |
Funds Managed | 14 | 3 |
Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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