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 Moderately High Moderate
Asset Size (Cr) ₹1682 Cr ₹4137 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 1.28
Manager Deepak Agrawal Dhruv Muchhal
ISIN Code INF174K01VL6 INF179K01913
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Month 0.26% 0.35%
6 Month 4.87% 4.3%
1 Year 9.26% 8.14%
3 Year 5.89% 5.72%
5 Year 6.21% 6.5%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
6 Month - -
1 Year 9.56% 8.42%
3 Year 7.53% 7.1%
5 Year 6.66% 6.47%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
1 Year 6.95% 7.4%
3 Year 6.45% 7.74%
5 Year 6.45% 8.16%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HDFC Medium Term Debt Fund - Growth Option
Standard Deviation 1.55% 1.48%
Sharp -0.01% -0.11%
Beta 0.74% 0.76%
Alpha 0.02% -0.12%

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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
Fund Manage 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 4.35 6.4
Sovereign 22.37 30.23
Construction 34.05 6.37
Financial 20.93 33.75
Consumer Staples 3.73 1.2
Metals & Mining 4.33 3.5
Capital Goods 10.23 7.87
Energy 0.01 8.65
Materials - 1.79
Automobile - 0.24

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