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

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tortoise-icon Kotak Medium Term Fund - Growth

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

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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 0.87% 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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.97% 9.14%
3 Year 6.47% 9.82%
5 Year 6.46% 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%

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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

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