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Kotak Medium Term Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹2082 Cr | ₹41 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 21 Mar 2014 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 1.63 | 1.49 |
| Manager | Deepak Agrawal | Ritesh Nambiar |
| ISIN Code | INF174K01VL6 | INF789FB1JU4 |
| Exits Load | Data not available./365 | UTI 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 | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.48% | 0.15% |
| 6 Month | 3.4% | 1.69% |
| 1 Year | 8.64% | 6.49% |
| 3 Year | 7.94% | 6.82% |
| 5 Year | 6.38% | 5.83% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.23% | 1.25% |
| 1 Year | 9.13% | 5.77% |
| 3 Year | 8.86% | 6.99% |
| 5 Year | 7.64% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.52% | 6.39% |
| 3 Year | 6.53% | 5.22% |
| 5 Year | 6.48% | 4.65% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.55% | 2.25% |
| Sharp | -0.01% | 0.15% |
| Beta | 0.74% | 0.83% |
| Alpha | 0.02% | 0.39% |
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Ritesh Nambiar |
| Total AUM | ₹150749 Cr | ₹2329 Cr |
| Funds Managed | 14 | 3 |
| Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 92.25 | 100 |
| Real Estate | 6.48 | - |
| Financial Services | 1.27 | - |
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