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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) | ₹2083 Cr | ₹36 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 | 0.33% | -0.03% |
| 6 Month | 3.69% | 1.4% |
| 1 Year | 8.81% | 5.63% |
| 3 Year | 7.95% | 5.74% |
| 5 Year | 6.41% | 3.91% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.97% | 0.73% |
| 1 Year | 8.67% | 4.37% |
| 3 Year | 8.65% | 5.69% |
| 5 Year | 7.53% | 5.02% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.52% | 5.91% |
| 3 Year | 6.53% | 6.07% |
| 5 Year | 6.48% | 5.99% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.84% |
| Sharp | -0.01% | -1.17% |
| Beta | 0.74% | 0.94% |
| Alpha | 0.02% | -2.11% |
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 | 92.25 | 100 |
| Real Estate | 6.48 | - |
| Financial Services | 1.27 | - |
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