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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
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 | Moderate Risk | Moderately High Risk |
| Asset Size (Cr) | ₹1879 Cr | ₹2049 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 | 1.56 |
| Manager | Deepak Agrawal | Dhaval Joshi |
| ISIN Code | INF174K01VL6 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.55% | 2.78% |
| 6 Month | 3.77% | 7.76% |
| 1 Year | 8.15% | 12.54% |
| 3 Year | 6.15% | 13.36% |
| 5 Year | 5.94% | 11.68% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.78% | 14.65% |
| 3 Year | 7.46% | 11.67% |
| 5 Year | 6.6% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.07% | 9.22% |
| 3 Year | 6.39% | 9.95% |
| 5 Year | 6.41% | 8.72% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.603% | 9.351% |
| Sharp | -0.077% | 0.78% |
| Beta | 1.217% | 3.363% |
| Alpha | -0.124% | 7.32% |
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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 | 92.92 | 95.21 |
| Mid Cap | 3.01 | 0.6 |
| Small Cap | 4.07 | 4.23 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 92.92 | 95.21 |
| Realty | 5.67 | 1.92 |
| Construction | 1.41 | 1.11 |
| Transport Infrastructure | - | 1.8 |
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