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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) | ₹1837 Cr | ₹113 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 | 1.03% | 0.75% |
| 6 Month | 4.33% | 5.06% |
| 1 Year | 8.61% | 10.11% |
| 3 Year | 8.09% | 8.5% |
| 5 Year | 6.52% | 9.05% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 2.25% |
| 1 Year | 9.27% | 10.59% |
| 3 Year | 8.74% | 9.18% |
| 5 Year | 7.5% | 8.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 6.9% |
| 3 Year | 6.49% | 5.55% |
| 5 Year | 6.47% | -0.94% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Medium Duration Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.42% | 1.92% |
| Sharp | 0.77% | 0.77% |
| Beta | 1.66% | 1.78% |
| Alpha | -0.50% | -0.20% |
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 | 92.43 | 100 |
| Real Estate | 7.57 | - |
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