Kotak Medium Term Fund vs Nippon India Strategic Debt Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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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 Nippon India Strategic Debt Fund - Growth Option
Fund Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1845 Cr ₹117 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 26 Jun 2014
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.63 1.07
Manager Deepak Agrawal Sushil Budhia
ISIN Code INF174K01VL6 INF204KA1PZ1
Exits Load Data not available./365 Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Month 0.78% 0.64%
6 Month 4.29% 4.15%
1 Year 8.78% 8.4%
3 Year 6.19% 5.95%
5 Year 6.23% 1.28%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
6 Month - -
1 Year 7.97% 7.96%
3 Year 7.42% 7.15%
5 Year 6.58% 7.16%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Year 6.95% 6.64%
3 Year 6.45% 4.58%
5 Year 6.45% -1.03%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Standard Deviation 1.55% 8.15%
Sharp -0.01% 0.47%
Beta 0.74% 0.18%
Alpha 0.02% 3.87%

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Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Name Deepak Agrawal Sushil Budhia
Total AUM ₹150749 Cr ₹29447 Cr
Fund Manage 14 11
Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 92.92 100
Mid Cap 3.01 -
Small Cap 4.07 -

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 92.92 100
Realty 5.67 -
Construction 1.41 -

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