Nippon India Strategic Debt Fund vs Kotak Medium Term Fund compare

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon Nippon India Strategic Debt Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Fund Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1682 Cr ₹118 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 21 Mar 2014 01 Jun 2014
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 0.0%
Expense Ratio 1.63 1.05
Manager Deepak Agrawal Sushil Budhia
ISIN Code INF174K01VL6 INF204KA1PZ1
Exits Load Nil/365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Month 0.33% 0.48%
6 Month 4.95% 4.36%
1 Year 9.34% 8.2%
3 Year 5.93% 5.56%
5 Year 6.23% 0.78%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
6 Month - -
1 Year 9.56% 8.45%
3 Year 7.53% 6.99%
5 Year 6.66% 6.72%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
1 Year 6.95% 6.64%
3 Year 6.45% 4.58%
5 Year 6.45% -1.03%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Standard Deviation 1.55% 8.15%
Sharp -0.01% 0.47%
Beta 0.74% 0.18%
Alpha 0.02% 3.87%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option
Name Deepak Agrawal Sushil Budhia
Total AUM ₹150749 Cr ₹29447 Cr
Fund Manage 14 11
Kotak Medium Term Fund - Growth Nippon India Strategic Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Medium Term Fund - Growth

Nippon India Strategic Debt Fund - Growth Option

Others 4.35 11.08
Sovereign 22.37 31.14
Construction 34.05 12.75
Financial 20.93 21.51
Consumer Staples 3.73 8.45
Metals & Mining 4.33 4.24
Capital Goods 10.23 4.22
Energy 0.01 -
Communication - 6.61

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.18%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.75%

Compare Now

BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

3Y Returns5.45%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns5.1%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns19.75%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns15.53%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.59%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.59%

Compare Now
Request call back
Add to Cart Successfully