Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Medium Term Fund vs DSP Bond Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon DSP Bond Fund - 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 DSP Bond Fund - Growth
Fund Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1879 Cr ₹306 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 21 Mar 2014 29 Apr 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund BIII Index
Turn Over 0.0% 78%
Expense Ratio 1.63 0.75
Manager Deepak Agrawal Vivekanand Ramakrishnan
ISIN Code INF174K01VL6 INF740K01557
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
1 Month 0.9% 1.49%
6 Month 3.47% 4.02%
1 Year 8.27% 8.43%
3 Year 6.44% 6.53%
5 Year 6.42% 6.24%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
6 Month 2.17% 2.86%
1 Year 8.32% 9.05%
3 Year 7.88% 7.89%
5 Year 6.82% 6.58%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
1 Year 7.07% 6.98%
3 Year 6.39% 6.8%
5 Year 6.41% 6.63%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth DSP Bond Fund - Growth
Standard Deviation 1.604% 1.497%
Sharp -0.186% -0.271%
Beta 1.21% 1.325%
Alpha -0.198% -0.287%

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 DSP Bond Fund - Growth
Name Deepak Agrawal Vivekanand Ramakrishnan
Total AUM ₹150749 Cr ₹3101 Cr
Funds Managed 14 3
Kotak Medium Term Fund - Growth DSP Bond Fund - Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

DSP Bond Fund - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

DSP Bond Fund - Growth

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

Top Comparisons

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC Nifty 50 Index Fund - Growth Plan HDFC Nifty 50 Index Fund - Growth Plan

3Y Returns11.77%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns14.99%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns15.66%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns11.86%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns14.1%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns12.34%

Compare Now
Add to Cart Successfully