Kotak Medium Term Fund vs BANDHAN Bond Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

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

Invest Now

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 Moderately High Moderate
Asset Size (Cr) ₹1682 Cr ₹1530 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 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Month 0.26% 0.31%
6 Month 4.87% 4%
1 Year 9.26% 7.93%
3 Year 5.89% 4.76%
5 Year 6.21% 5.44%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
6 Month - -
1 Year 9.56% 7.8%
3 Year 7.53% 6.4%
5 Year 6.66% 5.43%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
1 Year 6.95% 7.1%
3 Year 6.45% 8.02%
5 Year 6.45% 8.13%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Standard Deviation 1.55% 2.07%
Sharp -0.01% -0.58%
Beta 0.74% 0.99%
Alpha 0.02% -1.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.35 3.16
Sovereign 22.37 46.89
Construction 34.05 -
Financial 20.93 49.95
Consumer Staples 3.73 -
Metals & Mining 4.33 -
Capital Goods 10.23 -
Energy 0.01 -

Top Comparisons

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns19.21%

VS

UTI Mid Cap Fund-Growth Option UTI Mid Cap Fund-Growth Option

3Y Returns14.64%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.48%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns29.35%

Compare Now

INVESCO INDIA LOW DURATION FUND - Regular - Growth INVESCO INDIA LOW DURATION FUND - Regular - Growth

3Y Returns5.32%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns5.98%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.27%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.04%

Compare Now
Request call back
Add to Cart Successfully