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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 Moderate 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 1.58% 1.97%
6 Month 4.26% 4.99%
1 Year 9.67% 9.72%
3 Year 6.99% 6.61%
5 Year 6.87% -

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Invesco India Medium Duration Fund - Regular - Growth
6 Month 2.69% 3.21%
1 Year 9.56% 10.22%
3 Year 8.36% 8.05%
5 Year 7.08% -

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 1.604% 1.743%
Sharp -0.186% -0.548%
Beta 1.21% 1.535%
Alpha -0.198% -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
Funds Managed 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 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

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