UTI Medium to Long Duration Fund vs Kotak Bond Fund compare

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tortoise-icon Kotak Bond Fund (G)

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tortoise-icon Kotak Bond Fund - Regular Plan Growth

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tortoise-icon UTI Medium to Long Duration Fund- Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Fund Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderate Moderate
Asset Size (Cr) ₹1976 Cr ₹1976 Cr ₹301 Cr
Min Investment ₹100 ₹100 ₹500
Min SIP Invesment ₹0 ₹100 ₹500
Min Addl Investment ₹100 ₹100 ₹500
Launch Date 25 Nov 1999 25 Nov 1999 17 May 1998
Category Medium to Long Duration Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Medium to Long Duration Debt Index B-III NIFTY Medium to Long Duration Debt Index B-III CRISIL Medium to Long Duration Fund AIII Index
Turn Over % 78% 78%
Expense Ratio 1.65 1.65 1.62
Manager Abhishek Bisen Abhishek Bisen Sunil Madhukar Patil
ISIN Code INF174K01EM0 INF174K01EM0 INF789F01406
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Month 0.69% 0.69% 0.9%
6 Month 4.17% 4.17% 4.06%
1 Year 8.49% 8.49% 7.53%
3 Year 5.12% 5.12% 10.2%
5 Year 6.08% 6.08% 6.3%

SIP Return Analysis

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
6 Month - - -
1 Year 3.68% 3.68% 3.36%
3 Year 9.29% 9.29% 12.07%
5 Year 14.71% 14.71% 21.19%

Rolling Lumpsum Returns

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
1 Year 5.28% 5.28% 6.65%
3 Year 11.78% 11.78% 18.3%
5 Year 15.31% 15.31% 21.91%

Risk Management

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Standard Deviation 2.18% 2.18% 5.92%
Sharp -0.22% -0.22% 0.69%
Beta 1.17% 1.17% 0.38%
Alpha -0.41% -0.41% 4.13%

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Fund Managers

Scheme Name Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth
Name Abhishek Bisen Abhishek Bisen Sunil Madhukar Patil
Total AUM ₹0 Cr ₹0 Cr ₹6910 Cr
Fund Manage 33 33 4
Kotak Bond Fund (G) Kotak Bond Fund - Regular Plan Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

Market Cap

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 99.3 100 100

Sector Allocation

Scheme Name

Kotak Bond Fund (G)

Kotak Bond Fund - Regular Plan Growth

UTI Medium to Long Duration Fund- Regular Plan - Growth

Others 0.25 4.51 8.65
Construction 0.33 0.48 -
Sovereign - 82.98 66.3
Financial - 12.03 18.36
Capital Goods - - 6.69

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