Kotak Medium Term Fund vs Axis Strategic Bond Fund compare
Kotak Medium Term Fund - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
| 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 |
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.54% | 0.5% |
| 6 Month | 5.13% | 4.59% |
| 1 Year | 9.78% | 8.99% |
| 3 Year | 5.98% | 6.37% |
| 5 Year | 6.39% | 7.12% |
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.56% | 8.71% |
| 3 Year | 7.53% | 7.53% |
| 5 Year | 6.66% | 6.91% |
| Scheme Name | Kotak Medium Term Fund - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.95% | 7.42% |
| 3 Year | 6.45% | 7.87% |
| 5 Year | 6.45% | 8.03% |
| 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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| 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 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 99.99 |
| 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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