Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon SBI Medium Duration Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹2015 Cr ₹6889 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 0.28% 0.34%
6 Month 2.87% 2.09%
1 Year 8.32% 6.98%
3 Year 7.83% 7.44%
5 Year 6.32% 6.02%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SBI Medium Duration Fund - Regular Plan - Growth
6 Month 1.28% 1.11%
1 Year 6.62% 5.14%
3 Year 8.08% 7.12%
5 Year 7.28% 6.8%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth SBI Medium Duration Fund - Regular Plan - Growth
1 Year 7.57% 7.85%
3 Year 6.56% 8.15%
5 Year 6.46% 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 - -
Beta - -
Alpha - -

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 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

SBI Medium Duration Fund - Regular Plan - Growth
Others 90.55 95.9
Real Estate 6.92 2.2
Financial Services 1.32 -
Industrials 1.21 1.9

Top Comparisons

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns17.59%

VS

Bandhan Value Fund - Regular Plan - Growth Bandhan Value Fund - Regular Plan - Growth

3Y Returns15.85%

Compare Now

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns14.92%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns21.82%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns18.17%

VS

DSP Quant Fund - Regular Plan - Growth DSP Quant Fund - Regular Plan - Growth

3Y Returns11.4%

Compare Now

HDFC Multi-Asset Allocation Fund - Growth Option HDFC Multi-Asset Allocation Fund - Growth Option

3Y Returns14.45%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now
Close
Popup Image
Welcome Back
Forgot Password?
Show Password
Register for Exclusive Access!
Show Password
Something Went Wrong...! Try Again.
Forgot Password?
Add to Cart Successfully