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
| 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 | Moderately High | Moderate |
| Asset Size (Cr) | ₹1682 Cr | ₹4137 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 | 1.28 |
| Manager | Deepak Agrawal | Dhruv Muchhal |
| ISIN Code | INF174K01VL6 | INF179K01913 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.87% | 0.84% |
| 6 Month | 4.16% | 4.07% |
| 1 Year | 8.78% | 7.66% |
| 3 Year | 5.64% | 5.54% |
| 5 Year | 6.39% | 6.54% |
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.74% | 3.33% |
| 3 Year | 9.46% | 9.32% |
| 5 Year | 15.84% | 15.98% |
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 6.97% | 7.45% |
| 3 Year | 6.47% | 7.77% |
| 5 Year | 6.46% | 8.17% |
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.55% | 1.48% |
| Sharp | -0.01% | -0.11% |
| Beta | 0.74% | 0.76% |
| Alpha | 0.02% | -0.12% |
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| 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 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 4.35 | 6.4 |
| Sovereign | 22.37 | 30.23 |
| Construction | 34.05 | 6.37 |
| Financial | 20.93 | 33.75 |
| Consumer Staples | 3.73 | 1.2 |
| Metals & Mining | 4.33 | 3.5 |
| Capital Goods | 10.23 | 7.87 |
| Energy | 0.01 | 8.65 |
| Materials | - | 1.79 |
| Automobile | - | 0.24 |
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