- 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
UTI Medium to Long Duration Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
UTI Medium to Long Duration Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹2075 Cr | ₹2075 Cr | ₹322 Cr |
| Min Investment | ₹100 | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹500 |
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 18 Jul 1998 |
| Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | % | 78% | 78% |
| Expense Ratio | 1.65 | 1.65 | 1.61 |
| Manager | Abhishek Bisen | Abhishek Bisen | Sunil Madhukar Patil |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF789F01406 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.13% | 0.13% | 0.5% |
| 6 Month | 0.95% | 0.95% | 0.99% |
| 1 Year | 5.88% | 5.88% | 6.52% |
| 3 Year | 7.1% | 7.1% | 7.31% |
| 5 Year | 5.18% | 5.18% | 8.02% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.44% | 0.44% | 0.55% |
| 1 Year | 4.29% | 4.29% | 4.64% |
| 3 Year | 6.63% | 6.63% | 6.81% |
| 5 Year | 6.09% | 6.09% | 7.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.86% | 7.86% | 8.15% |
| 3 Year | 7.68% | 7.68% | 7.54% |
| 5 Year | 7.94% | 7.94% | 7.25% |
Risk Management
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 2.25% |
| Sharp | -0.22% | -0.22% | 0.22% |
| Beta | 1.17% | 1.17% | 1.15% |
| Alpha | -0.41% | -0.41% | -1.16% |
Fund Managers
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹6910 Cr |
| Funds Managed | 33 | 33 | 4 |
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | UTI Medium to Long Duration Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Large Cap | 7.5 | - | - |
| Others | 92.5 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
UTI Medium to Long Duration Fund- Regular Plan - Growth |
|---|---|---|---|
| Others | 99.65 | 99.65 | 100 |
| Construction | 0.35 | - | - |
| Financial Services | - | 0.35 | - |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.07%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.89%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.3%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.3%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.18%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.36%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.64%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.96%
