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Kotak Medium Term Fund - Growth
SBI Medium Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹2083 Cr | ₹6946 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Mar 2014 | 12 Nov 2003 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 0.0% | 252% |
| Expense Ratio | 1.63 | 1.22 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01VL6 | INF200K01719 |
| Exits Load | Data not available./365 | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.17% | 0.24% |
| 6 Month | 3.56% | 2.47% |
| 1 Year | 8.87% | 7.49% |
| 3 Year | 7.99% | 7.59% |
| 5 Year | 6.35% | 5.99% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.34% |
| 1 Year | 7.71% | 5.96% |
| 3 Year | 8.44% | 7.41% |
| 5 Year | 7.46% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.55% | 7.86% |
| 3 Year | 6.55% | 8.16% |
| 5 Year | 6.47% | 7.8% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.34% |
| Sharp | -0.01% | 0.03% |
| Beta | 0.74% | 0.67% |
| Alpha | 0.02% | 0.08% |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | - |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 92.07 | - |
| Realty | 6.64 | - |
| Construction | 1.29 | - |
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