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
| 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) | ₹1652 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 |
| 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% | - |
| 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% |
| Scheme Name | Kotak Medium Term Fund - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 5.53% | 4.16% |
| 3 Year | 12.81% | 8.73% |
| 5 Year | 16.34% | 8.73% |
| 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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| 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 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
| 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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