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Kotak Medium Term Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1837 Cr | ₹42 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 21 Mar 2014 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 2.19 |
| Manager | Deepak Agrawal | Dwijendra Srivastava |
| ISIN Code | INF174K01VL6 | INF903J01FQ2 |
| Exits Load | Data not available./365 | Sundaram Medium Duration 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 | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.99% | 0.55% |
| 6 Month | 4.11% | 1.73% |
| 1 Year | 8.63% | 6.21% |
| 3 Year | 8.05% | 5.97% |
| 5 Year | 6.46% | 3.95% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.13% | 0.84% |
| 1 Year | 9.33% | 5.37% |
| 3 Year | 8.8% | 6.01% |
| 5 Year | 7.53% | 5.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.38% | 6.58% |
| 3 Year | 6.49% | 6.38% |
| 5 Year | 6.47% | 6.57% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.42% | 1.44% |
| Sharp | 0.77% | -0.56% |
| Beta | 1.66% | 1.84% |
| Alpha | -0.50% | -2.54% |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Dwijendra Srivastava |
| Total AUM | ₹150749 Cr | ₹14140 Cr |
| Funds Managed | 14 | 14 |
| Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 92.43 | 100 |
| Real Estate | 7.57 | - |
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