Aditya Birla Sun Life Medium Term Plan vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
Invest NowAditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Invest NowChart 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 | 6.97% | 9.14% |
3 Year | 6.47% | 9.82% |
5 Year | 6.46% | 8.69% |
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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Get Free Experts GuidanceScheme 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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