- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
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) | ₹1837 Cr | ₹40 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 | 0.67% | 0.49% |
| 6 Month | 4.14% | 2.24% |
| 1 Year | 8.59% | 7.05% |
| 3 Year | 8.16% | 7.14% |
| 5 Year | 6.44% | 5.93% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 0.96% |
| 1 Year | 9.01% | 5.81% |
| 3 Year | 8.74% | 6.99% |
| 5 Year | 7.52% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.38% | 6.33% |
| 3 Year | 6.49% | 5.18% |
| 5 Year | 6.47% | 4.53% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.42% | 1.30% |
| Sharp | 0.87% | 0.27% |
| Beta | 1.05% | 1.06% |
| Alpha | -0.03% | -0.94% |
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 | 92.43 | 100 |
| Real Estate | 7.57 | - |
Top Comparisons
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.67%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.03%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns10.15%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.31%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.43%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.47%
Franklin India Flexi Cap Fund - Growth
3Y Returns18.16%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns17.3%
