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Kotak Medium Term Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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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 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 0.99% 1.01%
6 Month 3.34% 2.86%
1 Year 8.26% 6.54%
3 Year 6.42% 4.63%
5 Year 6.34% 4.24%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.17% 2.09%
1 Year 8.32% 6.91%
3 Year 7.88% 6.08%
5 Year 6.82% 4.75%

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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