- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1832 Cr | ₹43 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 | 0.66% | 0.32% |
| 6 Month | 4.8% | 3.31% |
| 1 Year | 8.2% | 6.02% |
| 3 Year | 7.43% | 5.62% |
| 5 Year | 6.59% | 4.05% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.58% | 0.62% |
| 1 Year | 8.08% | 5.44% |
| 3 Year | 8.33% | 6.01% |
| 5 Year | 7.19% | 5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.3% | 6.61% |
| 3 Year | 6.45% | 6.41% |
| 5 Year | 6.45% | 6.59% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.47% | 1.54% |
| Sharp | 0.43% | -0.76% |
| Beta | 1.54% | 1.74% |
| Alpha | -0.51% | -2.40% |
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 | 93.01 | 100 |
| Real Estate | 6.99 | - |
Top Comparisons
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns11.91%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns13.1%
UTI QUARTERLY INTERVAL FUND III GROWTH
3Y Returns6.26%
UTI QUARTERLY INTERVAL FUND III GROWTH
3Y Returns6.26%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.16%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns9.95%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.1%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.3%
