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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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Chart Comparison

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

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) ₹1817 Cr ₹108 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 -0.01% -0.22%
6 Month 4.44% 6.1%
1 Year 8.36% 10.04%
3 Year 7.38% 8.06%
5 Year 6.68% 8.63%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
6 Month 1.36% 2.56%
1 Year 7.57% 10.71%
3 Year 8.2% 9.03%
5 Year 7.09% 8.4%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
1 Year 7.3% 6.84%
3 Year 6.45% 5.43%
5 Year 6.45% -0.97%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Nippon India Medium Duration Fund - Growth Option
Standard Deviation 1.43% 1.89%
Sharp 0.65% 0.80%
Beta 1.53% 1.48%
Alpha -0.46% 0.18%

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 94 100
Real Estate 6 -

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