Kotak Medium Term Fund vs UTI Medium Duration Fund compare
Kotak Medium Term Fund - Growth
Invest NowUTI Medium Duration Fund - Regular Plan - Growth Option
Invest NowChart 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 | Moderately High | Moderately High |
Asset Size (Cr) | ₹1682 Cr | ₹40 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 21 Mar 2014 | 30 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 | 1.59 |
Manager | Deepak Agrawal | Ritesh Nambiar |
ISIN Code | INF174K01VL6 | INF789FB1JU4 |
Exits Load | Nil/365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days/365 |
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.26% | 0.34% |
6 Month | 4.87% | 3.98% |
1 Year | 9.26% | 7.67% |
3 Year | 5.89% | 5.21% |
5 Year | 6.21% | 4.35% |
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.56% | 7.8% |
3 Year | 7.53% | 6.58% |
5 Year | 6.66% | 5.85% |
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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Get Free Experts GuidanceScheme 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 | 100 | 99.97 |
Scheme Name |
Kotak Medium Term Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.35 | 22.95 |
Sovereign | 22.37 | 43.73 |
Construction | 34.05 | 4.97 |
Financial | 20.93 | 13.53 |
Consumer Staples | 3.73 | 9.9 |
Metals & Mining | 4.33 | - |
Capital Goods | 10.23 | - |
Energy | 0.01 | - |
Automobile | - | 4.89 |
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