SUNDARAM MEDIUM DURATION FUND Regular Plan vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1682 Cr | ₹42 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 21 Mar 2014 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.63 | 2.16 |
| Manager | Deepak Agrawal | Dwijendra Srivastava |
| ISIN Code | INF174K01VL6 | INF903J01FQ2 |
| Exits Load | Nil/365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.87% | 0.63% |
| 6 Month | 4.16% | 3.13% |
| 1 Year | 8.78% | 6.07% |
| 3 Year | 5.64% | 3.6% |
| 5 Year | 6.39% | 4.01% |
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.74% | 2.61% |
| 3 Year | 9.46% | 6.63% |
| 5 Year | 15.84% | 9.86% |
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.97% | 6.42% |
| 3 Year | 6.47% | 6.46% |
| 5 Year | 6.46% | 6.62% |
| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.84% |
| Sharp | -0.01% | -1.17% |
| Beta | 0.74% | 0.94% |
| Alpha | 0.02% | -2.11% |
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| Scheme Name | Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Dwijendra Srivastava |
| Total AUM | ₹150749 Cr | ₹14140 Cr |
| Fund Manage | 14 | 14 |
| Kotak Medium Term Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 99.99 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 4.35 | 16.43 |
| Sovereign | 22.37 | 79 |
| Construction | 34.05 | - |
| Financial | 20.93 | - |
| Consumer Staples | 3.73 | 2.28 |
| Metals & Mining | 4.33 | - |
| Capital Goods | 10.23 | - |
| Energy | 0.01 | - |
| Communication | - | 2.28 |
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