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Kotak Medium Term Fund vs BANDHAN Bond Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Fund Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1879 Cr ₹1469 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 08 Jul 2003
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index A-III
Turn Over 0.0% 78%
Expense Ratio 1.63 1.31
Manager Deepak Agrawal Sreejith Balasubramanian
ISIN Code INF174K01VL6 INF194K01JU0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Month 1.72% 2.1%
6 Month 4.09% 4.73%
1 Year 9.64% 9.48%
3 Year 6.97% 6.46%
5 Year 6.85% 5.75%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
6 Month 2.69% 3.23%
1 Year 9.56% 10.32%
3 Year 8.36% 8.02%
5 Year 7.08% 6.25%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Year 7.07% 7.14%
3 Year 6.39% 7.99%
5 Year 6.41% 8.11%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Standard Deviation 1.604% 2.093%
Sharp -0.186% -0.58%
Beta 1.21% 1.857%
Alpha -0.198% -1.024%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Name Deepak Agrawal Sreejith Balasubramanian
Total AUM ₹150749 Cr ₹66149 Cr
Funds Managed 14 14
Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

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