BANDHAN Bond Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Fund | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1879 Cr | ₹1469 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Mar 2014 | 08 Jul 2003 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index A-III |
Turn Over | 0.0% | 78% |
Expense Ratio | 1.63 | 1.31 |
Manager | Deepak Agrawal | Sreejith Balasubramanian |
ISIN Code | INF174K01VL6 | INF194K01JU0 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
1 Month | 1.72% | 2.1% |
6 Month | 4.09% | 4.73% |
1 Year | 9.64% | 9.48% |
3 Year | 6.97% | 6.46% |
5 Year | 6.85% | 5.75% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
6 Month | 2.69% | 3.23% |
1 Year | 9.56% | 10.32% |
3 Year | 8.36% | 8.02% |
5 Year | 7.08% | 6.25% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 7.14% |
3 Year | 6.39% | 7.99% |
5 Year | 6.41% | 8.11% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.604% | 2.093% |
Sharp | -0.186% | -0.58% |
Beta | 1.21% | 1.857% |
Alpha | -0.198% | -1.024% |
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Fund Managers
Scheme Name | Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Sreejith Balasubramanian |
Total AUM | ₹150749 Cr | ₹66149 Cr |
Funds Managed | 14 | 14 |
Kotak Medium Term Fund - Growth | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Medium Term Fund - Growth |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth |
---|---|---|
Others | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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