Kotak Medium Term Fund vs Axis Strategic Bond Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - 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 Axis Strategic Bond Fund - Regular Plan - Growth Option
Fund Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1682 Cr ₹1938 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Mar 2014 28 Mar 2012
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% 20%
Expense Ratio 1.63 1.03
Manager Deepak Agrawal Devang Shah
ISIN Code INF174K01VL6 INF846K01BP2
Exits Load Nil/365 Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Month 0.87% 0.83%
6 Month 4.16% 4.28%
1 Year 8.78% 8.21%
3 Year 5.64% 6.18%
5 Year 6.39% 7.06%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.74% 3.66%
3 Year 9.46% 10.25%
5 Year 15.84% 17.5%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 5.53% 6.19%
3 Year 12.81% 14.27%
5 Year 16.34% 18.05%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.55% 1.34%
Sharp -0.01% 0.32%
Beta 0.74% 0.69%
Alpha 0.02% 0.47%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Name Deepak Agrawal Devang Shah
Total AUM ₹150749 Cr ₹60014 Cr
Fund Manage 14 15
Kotak Medium Term Fund - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Axis Strategic Bond Fund - Regular Plan - Growth Option

Others 4.35 11.84
Sovereign 22.37 30.51
Construction 34.05 10.72
Financial 20.93 25.35
Consumer Staples 3.73 5.44
Metals & Mining 4.33 -
Capital Goods 10.23 3.23
Energy 0.01 2.23
Materials - 1.75
Communication - 4.72
Services - 2.13
Automobile - 2.07

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