SUNDARAM MEDIUM DURATION FUND Regular Plan vs Kotak Medium Term Fund compare

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Kotak Medium Term Fund - Growth

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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

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

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)	₹1859 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

Scheme Name	Kotak Medium Term Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month	0.46%	0.36%
6 Month	5%	4.28%
1 Year	9.62%	7.5%
3 Year	7.75%	6.06%
5 Year	6.55%	3.97%

Scheme Name	Kotak Medium Term Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month	2.47%	1.87%
1 Year	9.42%	7.63%
3 Year	8.64%	6.63%
5 Year	7.31%	5.25%

Scheme Name	Kotak Medium Term Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year	7.19%	6.57%
3 Year	6.4%	6.43%
5 Year	6.42%	6.61%

Scheme Name	Kotak Medium Term Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation	1.44%	1.48%
Sharp	0.73%	-0.39%
Beta	1.52%	1.67%
Alpha	-0.49%	-2.26%

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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