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) | ₹1652 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 | 5.53% | 3.45% |
3 Year | 12.81% | 7.79% |
5 Year | 16.34% | 10.22% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Sovereign | 22.37 | 79 |
Financial | 20.93 | - |
Metals & Mining | 4.33 | - |
Others | 4.35 | 16.43 |
Capital Goods | 10.23 | - |
Construction | 34.05 | - |
Consumer Staples | 3.73 | 2.28 |
Energy | 0.01 | - |
Communication | - | 2.28 |
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