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Kotak Medium Term Fund vs UTI Medium Duration Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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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 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) ₹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 1.58% 1.77%
6 Month 4.26% 4.81%
1 Year 9.67% 9.56%
3 Year 6.99% 6.78%
5 Year 6.87% 5.72%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month 2.69% 3.05%
1 Year 9.56% 10%
3 Year 8.36% 7.95%
5 Year 7.08% 6.78%

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 1.604% 1.436%
Sharp -0.186% -0.542%
Beta 1.21% 1.21%
Alpha -0.198% -0.63%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

UTI Medium Duration Fund - Regular Plan - Growth Option

Others 94.11 100
Real Estate 5.36 -
Financial Services 0.54 -

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