Aditya Birla Sun Life Medium Term Plan vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1682 Cr | ₹1861 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Mar 2014 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 1.58 |
| Manager | Deepak Agrawal | Dhaval Joshi |
| ISIN Code | INF174K01VL6 | INF209K01603 |
| Exits Load | Nil/365 | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 |
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.87% | 0.8% |
| 6 Month | 4.16% | 4.46% |
| 1 Year | 8.78% | 8.01% |
| 3 Year | 5.64% | 12.77% |
| 5 Year | 6.39% | 8.81% |
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.74% | 3.21% |
| 3 Year | 9.46% | 17.2% |
| 5 Year | 15.84% | 31.16% |
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 5.53% | 9.78% |
| 3 Year | 12.81% | 27.67% |
| 5 Year | 16.34% | 32.18% |
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.55% | 9.4% |
| Sharp | -0.01% | 0.71% |
| Beta | 0.74% | 1.35% |
| Alpha | 0.02% | 6.74% |
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| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Deepak Agrawal | Dhaval Joshi |
| Total AUM | ₹150749 Cr | ₹361932 Cr |
| Fund Manage | 14 | 55 |
| Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Scheme Name |
Kotak Medium Term Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100.01 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 4.35 | 3.36 |
| Sovereign | 22.37 | 47.56 |
| Construction | 34.05 | 10.11 |
| Financial | 20.93 | 29.59 |
| Consumer Staples | 3.73 | 0.54 |
| Metals & Mining | 4.33 | 2.69 |
| Capital Goods | 10.23 | - |
| Energy | 0.01 | 1.37 |
| Services | - | 1.34 |
| Communication | - | 2.38 |
| Chemicals | - | 1.07 |
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