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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 | 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 | 1.72% | 1.95% |
| 6 Month | 4.09% | 4.48% |
| 1 Year | 9.64% | 9.46% |
| 3 Year | 6.97% | 7.07% |
| 5 Year | 6.85% | 6.78% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.69% | 3% |
| 1 Year | 9.56% | 9.94% |
| 3 Year | 8.36% | 8.23% |
| 5 Year | 7.08% | 6.99% |
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 | 1.604% | 1.474% |
| Sharp | -0.186% | -0.303% |
| Beta | 1.21% | 1.292% |
| Alpha | -0.198% | -0.326% |
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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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
HDFC Medium Term Debt Fund - Growth Option |
|---|---|---|
| Others | 94.11 | 98.69 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | 1.31 |
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