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ICICI Prudential Medium Term Bond Fund vs Kotak Medium Term Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Kotak Medium Term Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderate Risk |
| Asset Size (Cr) | ₹5695 Cr | ₹1879 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Sep 2004 | 21 Mar 2014 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 0.0% |
| Expense Ratio | 1.35 | 1.63 |
| Manager | Manish Banthia | Deepak Agrawal |
| ISIN Code | INF109K01AH4 | INF174K01VL6 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Month | 0.64% | 0.55% |
| 6 Month | 3.9% | 3.77% |
| 1 Year | 7.97% | 8.15% |
| 3 Year | 6.62% | 6.15% |
| 5 Year | 6.72% | 5.94% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 8.01% | 7.93% |
| 3 Year | 7.49% | 7.51% |
| 5 Year | 6.86% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Year | 7.45% | 7.07% |
| 3 Year | 7.36% | 6.39% |
| 5 Year | 7.55% | 6.41% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Standard Deviation | 1.171% | 1.603% |
| Sharp | 0.271% | -0.077% |
| Beta | 0.987% | 1.217% |
| Alpha | 0.284% | -0.124% |
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Fund Managers
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Name | Manish Banthia | Deepak Agrawal |
| Total AUM | ₹239319 Cr | ₹150749 Cr |
| Fund Manage | 19 | 14 |
| ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 98.99 | 92.92 |
| Small Cap | 0.97 | 4.07 |
| Mid Cap | - | 3.01 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 98.99 | 92.92 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
| Realty | - | 5.67 |
| Construction | - | 1.41 |
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