Kotak Medium Term Fund vs Invesco India Medium Duration Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Invesco India 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 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 0.17% 0.3%
6 Month 4.6% 3.71%
1 Year 9.26% 7.94%
3 Year 5.88% 5%
5 Year 6.18% -

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
1 Year 6.95% 5.98%
3 Year 6.45% 4.77%
5 Year 6.45% -

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% -

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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

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