BANDHAN Bond Fund vs Kotak Medium Term Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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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 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) ₹1845 Cr ₹1492 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 0.68% 0.73%
6 Month 4.44% 3.85%
1 Year 9.17% 7.64%
3 Year 6.08% 5.02%
5 Year 6.31% 5.62%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
6 Month - -
1 Year 8.09% 7.39%
3 Year 7.29% 6.48%
5 Year 6.51% 5.44%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Year 6.95% 7.1%
3 Year 6.45% 8.02%
5 Year 6.45% 8.13%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Standard Deviation 1.55% 2.07%
Sharp -0.01% -0.58%
Beta 0.74% 0.99%
Alpha 0.02% -1.15%

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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
Fund Manage 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 92.92 100
Mid Cap 3.01 -
Small Cap 4.07 -

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Others 92.92 100
Realty 5.67 -
Construction 1.41 -

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