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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 | 0.28% | 0.23% |
| 6 Month | 3.35% | 2.34% |
| 1 Year | 8.61% | 7.28% |
| 3 Year | 7.92% | 7.51% |
| 5 Year | 6.28% | 5.92% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.6% | 1.23% |
| 1 Year | 7.55% | 5.72% |
| 3 Year | 8.36% | 7.31% |
| 5 Year | 7.42% | 6.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.56% | 7.86% |
| 3 Year | 6.55% | 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 | 91.82 | 95.94 |
| Real Estate | 6.86 | 2.2 |
| Financial Services | 1.31 | - |
| Industrials | - | 1.85 |
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