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 Risk | Moderately High Risk |
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 | 0.55% | 0.56% |
6 Month | 3.77% | 3.82% |
1 Year | 8.15% | 8.07% |
3 Year | 6.15% | 5.89% |
5 Year | 5.94% | 1.37% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | Nippon India Strategic Debt Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.93% | 7.9% |
3 Year | 7.51% | 7.28% |
5 Year | 6.63% | 7.39% |
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 | 1.603% | 1.541% |
Sharp | -0.077% | -0.281% |
Beta | 1.217% | 1.152% |
Alpha | -0.124% | -0.405% |
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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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