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Kotak Medium Term Fund vs HSBC Medium Duration Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Fund Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1879 Cr ₹744 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III NIFTY Medium Duration Debt Index B-III
Turn Over 0.0% 54%
Expense Ratio 1.63 1.1
Manager Deepak Agrawal Shriram Ramanathan
ISIN Code INF174K01VL6 INF917K01TH0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.99% 1.4%
6 Month 3.34% 3.95%
1 Year 8.26% 8.54%
3 Year 6.42% 6.52%
5 Year 6.34% 6.31%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
6 Month 2.17% 2.8%
1 Year 8.32% 9.02%
3 Year 7.88% 8%
5 Year 6.82% 6.84%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 7.07% 7.09%
3 Year 6.39% 6.1%
5 Year 6.41% 6.39%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.604% 1.516%
Sharp -0.186% -0.245%
Beta 1.21% 1.306%
Alpha -0.198% -0.255%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth
Name Deepak Agrawal Shriram Ramanathan
Total AUM ₹150749 Cr ₹32638 Cr
Funds Managed 14 11
Kotak Medium Term Fund - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

HSBC Medium Duration Fund - Regular Growth

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

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