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 Moderately High Moderate
Asset Size (Cr) ₹1682 Cr ₹118 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 01 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 1.05
Manager Deepak Agrawal Sushil Budhia
ISIN Code INF174K01VL6 INF204KA1PZ1
Exits Load Nil/365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Month 0.54% 0.49%
6 Month 5.13% 4.5%
1 Year 9.78% 8.44%
3 Year 5.98% 5.54%
5 Year 6.39% 0.82%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
6 Month - -
1 Year 9.56% 8.45%
3 Year 7.53% 6.99%
5 Year 6.66% 6.72%

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 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 4.35 11.08
Sovereign 22.37 31.14
Construction 34.05 12.75
Financial 20.93 21.51
Consumer Staples 3.73 8.45
Metals & Mining 4.33 4.24
Capital Goods 10.23 4.22
Energy 0.01 -
Communication - 6.61

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