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HDFC Medium Term Debt Fund vs Kotak Medium Term Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon HDFC Medium Term Debt Fund - Growth Option

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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 HDFC Medium Term Debt Fund - Growth Option
Fund Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1879 Cr ₹4016 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Mar 2014 06 Feb 2002
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index C-III
Turn Over 0.0% 21.38%
Expense Ratio 1.63 1.33
Manager Deepak Agrawal Dhruv Muchhal
ISIN Code INF174K01VL6 INF179K01913
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Month 1.77% 1.99%
6 Month 4.43% 4.86%
1 Year 9.71% 9.67%
3 Year 7.03% 7.15%
5 Year 6.9% 6.7%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
6 Month 2.69% 3%
1 Year 9.56% 9.94%
3 Year 8.36% 8.23%
5 Year 7.08% 6.99%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Year 7.07% 7.43%
3 Year 6.39% 7.72%
5 Year 6.41% 8.15%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Standard Deviation 1.604% 1.474%
Sharp -0.186% -0.303%
Beta 1.21% 1.292%
Alpha -0.198% -0.326%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Name Deepak Agrawal Dhruv Muchhal
Total AUM ₹150749 Cr ₹520687 Cr
Funds Managed 14 40
Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HDFC Medium Term Debt Fund - Growth Option

Others 94.11 98.69
Real Estate 5.36 -
Financial Services 0.54 1.31

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