- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Medium Duration Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1879 Cr | ₹744 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 21 Mar 2014 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 0.0% | 54% |
| Expense Ratio | 1.63 | 1.1 |
| Manager | Deepak Agrawal | Shriram Ramanathan |
| ISIN Code | INF174K01VL6 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.99% | 1.4% |
| 6 Month | 3.34% | 3.95% |
| 1 Year | 8.26% | 8.54% |
| 3 Year | 6.42% | 6.52% |
| 5 Year | 6.34% | 6.31% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.17% | 2.8% |
| 1 Year | 8.32% | 9.02% |
| 3 Year | 7.88% | 8% |
| 5 Year | 6.82% | 6.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.07% | 7.09% |
| 3 Year | 6.39% | 6.1% |
| 5 Year | 6.41% | 6.39% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.604% | 1.516% |
| Sharp | -0.186% | -0.245% |
| Beta | 1.21% | 1.306% |
| Alpha | -0.198% | -0.255% |
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 | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Deepak Agrawal | Shriram Ramanathan |
| Total AUM | ₹150749 Cr | ₹32638 Cr |
| Funds Managed | 14 | 11 |
| Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 94.11 | 100 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | - |
Top Comparisons
Kotak Gold Fund Growth
3Y Returns19.16%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns19.38%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.48%
DSP Savings Fund - Regular Plan - Growth
3Y Returns6.49%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.34%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns6.8%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns12.04%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns12.04%
