- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Bond Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1879 Cr | ₹306 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Mar 2014 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 0.75 |
| Manager | Deepak Agrawal | Vivekanand Ramakrishnan |
| ISIN Code | INF174K01VL6 | INF740K01557 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 1.77% | 2.12% |
| 6 Month | 4.43% | 5.33% |
| 1 Year | 9.71% | 9.99% |
| 3 Year | 7.03% | 7.31% |
| 5 Year | 6.9% | 6.35% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.69% | 3.4% |
| 1 Year | 9.56% | 10.85% |
| 3 Year | 8.36% | 8.5% |
| 5 Year | 7.08% | 6.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.98% |
| 3 Year | 6.39% | 6.8% |
| 5 Year | 6.41% | 6.63% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.604% | 1.497% |
| Sharp | -0.186% | -0.271% |
| Beta | 1.21% | 1.325% |
| Alpha | -0.198% | -0.287% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
|---|---|---|
| Name | Deepak Agrawal | Vivekanand Ramakrishnan |
| Total AUM | ₹150749 Cr | ₹3101 Cr |
| Funds Managed | 14 | 3 |
| Kotak Medium Term Fund - Growth | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 94.11 | 100 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | - |
Top Comparisons
Tata Silver Exchange Traded Fund
3Y Returns0%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns5.92%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.02%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.8%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns8.01%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns8.6%
Franklin India Feeder - Templeton European Opportunities Fund - Growth
3Y Returns4.76%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns11.14%
