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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 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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