Kotak Medium Term Fund vs HSBC Medium Duration Fund compare
Kotak Medium Term Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
| 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 | Moderately High | Moderate |
| Asset Size (Cr) | ₹1682 Cr | ₹806 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 | Nil/365 | Nil/365 |
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.54% | 0.4% |
| 6 Month | 5.13% | 4.3% |
| 1 Year | 9.78% | 8.47% |
| 3 Year | 5.98% | 5.69% |
| 5 Year | 6.39% | 6.47% |
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.56% | 8.16% |
| 3 Year | 7.53% | 7.07% |
| 5 Year | 6.66% | 6.39% |
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.95% | 7.03% |
| 3 Year | 6.45% | 6.21% |
| 5 Year | 6.45% | 6.41% |
| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.55% |
| Sharp | -0.01% | -0.14% |
| Beta | 0.74% | 0.79% |
| Alpha | 0.02% | -0.18% |
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| Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Deepak Agrawal | Shriram Ramanathan |
| Total AUM | ₹150749 Cr | ₹32638 Cr |
| Fund Manage | 14 | 11 |
| Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
| Scheme Name |
Kotak Medium Term Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 4.35 | 0.89 |
| Sovereign | 22.37 | 37.52 |
| Construction | 34.05 | 7.8 |
| Financial | 20.93 | 43.59 |
| Consumer Staples | 3.73 | - |
| Metals & Mining | 4.33 | - |
| Capital Goods | 10.23 | 0.6 |
| Energy | 0.01 | 4.72 |
| Diversified | - | 1.58 |
| Communication | - | 3.22 |
| Materials | - | 0.08 |
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