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Kotak Medium Term Fund vs HDFC Medium Term Debt Fund compare
Kotak Medium Term Fund - Growth
HDFC Medium Term Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Moderately High |
| Asset Size (Cr) | ₹1879 Cr | ₹4016 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 21 Mar 2014 | 06 Feb 2002 |
| 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% | 21.38% |
| Expense Ratio | 1.63 | 1.33 |
| Manager | Deepak Agrawal | Dhruv Muchhal |
| ISIN Code | INF174K01VL6 | INF179K01913 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.57% |
| 6 Month | 3.77% | 3.45% |
| 1 Year | 8.15% | 7.63% |
| 3 Year | 6.15% | 5.99% |
| 5 Year | 5.94% | 6.19% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.78% | 7.38% |
| 3 Year | 7.46% | 7.14% |
| 5 Year | 6.6% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 7.43% |
| 3 Year | 6.39% | 7.72% |
| 5 Year | 6.41% | 8.15% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.603% | 1.472% |
| Sharp | -0.077% | -0.229% |
| Beta | 1.217% | 1.279% |
| Alpha | -0.124% | -0.319% |
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Fund Managers
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Dhruv Muchhal |
| Total AUM | ₹150749 Cr | ₹520687 Cr |
| Fund Manage | 14 | 40 |
| Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 92.92 | 98.35 |
| Mid Cap | 3.01 | 0.99 |
| Small Cap | 4.07 | 0.66 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 92.92 | 98.35 |
| Realty | 5.67 | 0.99 |
| Construction | 1.41 | 0.66 |
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