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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) | ₹1837 Cr | ₹40 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 | 0.7% | 0.46% |
| 6 Month | 4.05% | 2.12% |
| 1 Year | 8.6% | 6.95% |
| 3 Year | 8.03% | 7.08% |
| 5 Year | 6.45% | 5.89% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 0.56% |
| 1 Year | 7.71% | 5% |
| 3 Year | 8.3% | 6.72% |
| 5 Year | 7.26% | 6.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 6.33% |
| 3 Year | 6.49% | 5.18% |
| 5 Year | 6.47% | 4.53% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.42% | 1.30% |
| Sharp | 0.87% | 0.27% |
| Beta | 1.05% | 1.06% |
| Alpha | -0.03% | -0.94% |
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 | 92.43 | 100 |
| Real Estate | 7.57 | - |
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