Kotak Medium Term Fund vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Kotak Medium Term Fund - Growth
Chart Comparison
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5917 Cr | ₹1845 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 15 Sep 2004 | 21 Mar 2014 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index C-III |
| Turn Over | 78% | 0.0% |
| Expense Ratio | 1.35 | 1.63 |
| Manager | Manish Banthia | Deepak Agrawal |
| ISIN Code | INF109K01AH4 | INF174K01VL6 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Month | 0.66% | 0.32% |
| 6 Month | 4.2% | 4.28% |
| 1 Year | 8.01% | 8.89% |
| 3 Year | 6.25% | 5.91% |
| 5 Year | 7.08% | 6.34% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 7.89% | 8.09% |
| 3 Year | 7.28% | 7.29% |
| 5 Year | 6.78% | 6.51% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| 1 Year | 7.42% | 6.95% |
| 3 Year | 7.38% | 6.45% |
| 5 Year | 7.57% | 6.45% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Standard Deviation | 1.21% | 1.55% |
| Sharp | 0.25% | -0.01% |
| Beta | 0.64% | 0.74% |
| Alpha | 0.33% | 0.02% |
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| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
|---|---|---|
| Name | Manish Banthia | Deepak Agrawal |
| Total AUM | ₹239319 Cr | ₹150749 Cr |
| Fund Manage | 19 | 14 |
| ICICI Prudential Medium Term Bond Fund - Growth | Kotak Medium Term Fund - Growth |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 98.99 | 92.92 |
| Small Cap | 0.97 | 4.07 |
| Mid Cap | - | 3.01 |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Kotak Medium Term Fund - Growth |
|---|---|---|
| Others | 98.99 | 92.92 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
| Realty | - | 5.67 |
| Construction | - | 1.41 |
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