Kotak Medium Term Fund vs HSBC Medium Duration Fund compare
Kotak Medium Term Fund - Growth
Invest NowHSBC Medium Duration Fund - Regular Growth
Invest NowChart 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) | ₹1652 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 | 0.87% | 0.76% |
6 Month | 4.16% | 4% |
1 Year | 8.78% | 7.73% |
3 Year | 5.64% | 5.47% |
5 Year | 6.39% | 6.39% |
Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.74% | 3.49% |
3 Year | 9.46% | 9.53% |
5 Year | 15.84% | 15.97% |
Scheme Name | Kotak Medium Term Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
---|---|---|
1 Year | 5.53% | 5.64% |
3 Year | 12.81% | 12.89% |
5 Year | 16.34% | 16.44% |
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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Get Free Experts GuidanceScheme 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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