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 | 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 | 0.9% | 1.13% |
6 Month | 3.47% | 3.64% |
1 Year | 8.27% | 7.9% |
3 Year | 6.44% | 6.07% |
5 Year | 6.42% | 5.62% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.17% | 2.46% |
1 Year | 8.32% | 8.33% |
3 Year | 7.88% | 7.37% |
5 Year | 6.82% | 6.41% |
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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