HDFC Medium Term Debt Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
HDFC Medium Term Debt Fund - Growth Option
Chart Comparison
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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