- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Medium Term Fund vs UTI Medium Duration Fund compare
Kotak Medium Term Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Moderate Risk |
| Asset Size (Cr) | ₹1879 Cr | ₹39 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 21 Mar 2014 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Term Debt TRI |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 1.63 | 1.49 |
| Manager | Deepak Agrawal | Ritesh Nambiar |
| ISIN Code | INF174K01VL6 | INF789FB1JU4 |
| Exits Load | Data not available./365 | UTI 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 | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.59% |
| 6 Month | 3.77% | 3.59% |
| 1 Year | 8.15% | 7.35% |
| 3 Year | 6.15% | 5.68% |
| 5 Year | 5.94% | 4.71% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.78% | 7.3% |
| 3 Year | 7.46% | 6.81% |
| 5 Year | 6.6% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 6.19% |
| 3 Year | 6.39% | 4.88% |
| 5 Year | 6.41% | 4.43% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.603% | 1.447% |
| Sharp | -0.077% | -0.539% |
| Beta | 1.217% | 1.178% |
| Alpha | -0.124% | -0.714% |
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 | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Ritesh Nambiar |
| Total AUM | ₹150749 Cr | ₹2329 Cr |
| Fund Manage | 14 | 3 |
| Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 92.92 | 100.02 |
| Mid Cap | 3.01 | - |
| Small Cap | 4.07 | - |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 92.92 | 100.02 |
| Realty | 5.67 | - |
| Construction | 1.41 | - |
Top Comparisons
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns22.48%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns5.65%
UTI Balanced Advantage Fund - Regular (G)
3Y Returns0%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns15.6%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns22.42%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns7.87%
Tata Gold ETF Fund of Fund - Regular (G)
3Y Returns0%
