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
| 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 | Moderate |
| Asset Size (Cr) | ₹1845 Cr | ₹40 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 | 1.5 |
| 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 |
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.32% | 0.75% |
| 6 Month | 4.28% | 4.02% |
| 1 Year | 8.89% | 7.66% |
| 3 Year | 5.91% | 5.37% |
| 5 Year | 6.34% | 4.52% |
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.09% | 7.5% |
| 3 Year | 7.29% | 6.66% |
| 5 Year | 6.51% | 5.93% |
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.95% | 6.11% |
| 3 Year | 6.45% | 4.83% |
| 5 Year | 6.45% | 4.41% |
| Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.55% | 2.25% |
| Sharp | -0.01% | 0.15% |
| Beta | 0.74% | 0.83% |
| Alpha | 0.02% | 0.39% |
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| 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 |
| 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 | - |
| 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 | - |
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