Kotak Medium Term Fund vs Invesco India Medium Duration Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
Fund Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1682 Cr ₹239 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 17 Jul 2021
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% 40%
Expense Ratio 1.63 1.3
Manager Deepak Agrawal Krishna Venkat Cheemalapati
ISIN Code INF174K01VL6 INF205KA1379
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
1 Month 0.87% 0.81%
6 Month 4.16% 3.87%
1 Year 8.78% 7.51%
3 Year 5.64% 4.74%
5 Year 6.39% -

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 3.74% 3.33%
3 Year 9.46% 8.45%
5 Year 15.84% 8.45%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
1 Year 6.97% 5.98%
3 Year 6.47% 4.77%
5 Year 6.46% -

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 1.55% 2.1%
Sharp -0.01% -
Beta 0.74% -
Alpha 0.02% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
Name Deepak Agrawal Krishna Venkat Cheemalapati
Total AUM ₹150749 Cr ₹24743 Cr
Fund Manage 14 19
Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Invesco India Medium Duration Fund - Regular - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Invesco India Medium Duration Fund - Regular - Growth

Others 4.35 24.73
Sovereign 22.37 39.42
Construction 34.05 2.18
Financial 20.93 13.99
Consumer Staples 3.73 1.75
Metals & Mining 4.33 -
Capital Goods 10.23 2.19
Energy 0.01 10.09
Communication - 5.65

Top Comparisons

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.87%

VS

INVESCO INDIA SHORT DURATION FUND - Growth INVESCO INDIA SHORT DURATION FUND - Growth

3Y Returns4.93%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns6.45%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns10.96%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns14%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns14%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now
Request call back
Add to Cart Successfully