Aditya Birla Sun Life Medium Term Plan vs Kotak Medium Term Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.26% 0.32%
6 Month 4.87% 6.52%
1 Year 9.26% 10.37%
3 Year 5.89% 13.52%
5 Year 6.21% 9.68%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month - -
1 Year 9.56% 12.09%
3 Year 7.53% 11.35%
5 Year 6.66% 11.94%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.95% 9.16%
3 Year 6.45% 9.83%
5 Year 6.45% 8.69%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100.01

Sector Allocation

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

Top Comparisons

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.33%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns16.84%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.29%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.25%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns19.55%

VS

Axis Children's Fund - Lock in - Growth Axis Children's Fund - Lock in - Growth

3Y Returns5.76%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns11.78%

VS

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns13.47%

Compare Now
Request call back
Add to Cart Successfully