HDFC Medium Term Debt Fund vs Kotak Medium Term Fund compare

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Kotak Medium Term Fund - Growth

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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 Risk	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

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
1 Month	0.55%	0.57%
6 Month	3.77%	3.45%
1 Year	8.15%	7.63%
3 Year	6.15%	5.99%
5 Year	5.94%	6.19%

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
6 Month	-	-
1 Year	7.93%	7.38%
3 Year	7.51%	7.14%
5 Year	6.63%	6.42%

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%

Scheme Name	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option
Standard Deviation	1.603%	1.472%
Sharp	-0.077%	-0.229%
Beta	1.217%	1.279%
Alpha	-0.124%	-0.319%

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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
Fund Manage	14	40
	Kotak Medium Term Fund - Growth	HDFC Medium Term Debt Fund - Growth Option