Kotak Medium Term Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
Kotak Medium Term Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹1879 Cr | ₹44 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 21 Mar 2014 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
Turn Over | 0.0% | 78% |
Expense Ratio | 1.63 | 2.19 |
Manager | Deepak Agrawal | Dwijendra Srivastava |
ISIN Code | INF174K01VL6 | INF903J01FQ2 |
Exits Load | Data not available./365 | Sundaram Medium Duration 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 | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.72% | 1.91% |
6 Month | 4.09% | 4.04% |
1 Year | 9.64% | 8.03% |
3 Year | 6.97% | 5.47% |
5 Year | 6.85% | 4.66% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.69% | 2.82% |
1 Year | 9.56% | 8.77% |
3 Year | 8.36% | 6.73% |
5 Year | 7.08% | 5.14% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 6.57% |
3 Year | 6.39% | 6.49% |
5 Year | 6.41% | 6.63% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.604% | 1.81% |
Sharp | -0.186% | -1.215% |
Beta | 1.21% | 1.575% |
Alpha | -0.198% | -1.945% |
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Fund Managers
Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Dwijendra Srivastava |
Total AUM | ₹150749 Cr | ₹14140 Cr |
Funds Managed | 14 | 14 |
Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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