UTI Medium Duration Fund vs Kotak Medium Term Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon UTI Medium Duration Fund - Regular Plan - Growth Option

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Chart Comparison

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

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 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

Trailing Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Month 0.87% 0.79%
6 Month 4.16% 3.65%
1 Year 8.78% 7.06%
3 Year 5.64% 6.03%
5 Year 6.39% 4.33%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.74% 3.1%
3 Year 9.46% 8.89%
5 Year 15.84% 13.64%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth UTI Medium Duration Fund - Regular Plan - Growth Option
1 Year 6.97% 6.13%
3 Year 6.47% 4.82%
5 Year 6.46% 4.41%

Risk Management

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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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
Fund Manage 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 99.97

Sector Allocation

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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