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Kotak Medium Term Fund vs Invesco India Medium Duration Fund compare
Kotak Medium Term Fund - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
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 | Moderate Risk | Moderate |
| Asset Size (Cr) | ₹1879 Cr | ₹228 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 | 1.15 |
| Manager | Deepak Agrawal | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01VL6 | INF205KA1379 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.55% | 0.58% |
| 6 Month | 3.77% | 3.34% |
| 1 Year | 8.15% | 7.28% |
| 3 Year | 6.15% | 5.41% |
| 5 Year | 5.94% | - |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.93% | 7.15% |
| 3 Year | 7.51% | 6.76% |
| 5 Year | 6.63% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.05% |
| 3 Year | 6.39% | 5.01% |
| 5 Year | 6.41% | - |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.603% | 1.743% |
| Sharp | -0.077% | -0.548% |
| Beta | 1.217% | 1.535% |
| Alpha | -0.124% | -0.899% |
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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 | 92.92 | 100 |
| Mid Cap | 3.01 | - |
| Small Cap | 4.07 | - |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 92.92 | 24.73 |
| Realty | 5.67 | - |
| Construction | 1.41 | 2.18 |
| Sovereign | - | 39.42 |
| Financial | - | 13.99 |
| Consumer Staples | - | 1.75 |
| Energy | - | 10.09 |
| Communication | - | 5.65 |
| Capital Goods | - | 2.19 |
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