- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Medium Term Fund vs Nippon India Strategic Debt Fund compare
Kotak Medium Term Fund - Growth
Nippon India Strategic Debt Fund - Growth Option
Chart Comparison
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) | ₹1879 Cr | ₹115 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 | 1.1 |
| 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 | 1.7% | 1.81% |
| 6 Month | 4.44% | 5.08% |
| 1 Year | 9.62% | 9.9% |
| 3 Year | 7% | 6.91% |
| 5 Year | 7.04% | 7.83% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Strategic Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.89% | 3.14% |
| 1 Year | 9.99% | 10.57% |
| 3 Year | 8.53% | 8.51% |
| 5 Year | 7.17% | 8.17% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Strategic Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 6.72% |
| 3 Year | 6.39% | 5.1% |
| 5 Year | 6.41% | -1.01% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Strategic Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.604% | 1.541% |
| Sharp | -0.186% | -0.387% |
| Beta | 1.21% | 1.146% |
| Alpha | -0.198% | -0.466% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
Nippon India Strategic Debt Fund - Growth Option |
|---|---|---|
| Others | 94.11 | 100 |
| Real Estate | 5.36 | - |
| Financial Services | 0.54 | - |
Top Comparisons
Nippon India Nivesh Lakshya Fund- Growth Option
3Y Returns9.04%
Axis Long Duration Fund - Regular Plan - Growth
3Y Returns0%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.8%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.8%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns14.35%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns23.02%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns8.75%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.57%
