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Kotak Medium Term Fund - Growth

Category: Credit Opportunities Fund
Launch Date: 21-03-2014
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 1.68% As on (31-03-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,857.78 Cr As on (31-03-2018)
Turn over: -
NAV as on 18-05-2018

14.3459

0.02 (0.1715%)

CAGR Since Inception

9.06%

PERFORMANCE of Kotak Medium Term Fund - Growth

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Deepak Agrawal

Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA. He has been associated with Kotak AMC since 2000.

Investment Objective

The scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

RETURNS CALCULATOR for Kotak Medium Term Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Medium Term Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Medium Term Fund - Growth 1.72 3.84 3.94 0.59 8.45 3.55
Credit Opportunities Fund - - - - - -

PEER COMPARISION of Kotak Medium Term Fund - Growth

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Medium Term Fund - Growth 21-03-2014 4.9 7.53 8.16 0.0 0.0
BOI AXA Credit Risk Fund - Regular Plan 27-02-2015 8.14 9.67 9.75 0.0 0.0
Franklin India Low Duration Fund - Growth Plan 26-07-2010 7.42 8.7 8.91 9.24 0.0
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option 08-01-2015 7.4 10.0 10.47 0.0 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 7.04 8.81 8.28 8.61 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.02 8.84 8.19 8.67 9.17
Franklin India Corporate Bond Opportunities Fund - Growth 07-12-2011 6.74 8.51 8.25 8.68 0.0
Franklin India Dynamic Accrual Fund-Growth 05-03-1997 6.58 8.73 8.89 8.27 8.2
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.4 7.3 7.83 7.84 7.84
Aditya Birla Sun Life Corporate Bond Fund - Regular Plan - Growth 13-04-2015 6.4 8.43 8.68 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Medium Term Fund - Growth

Asset Allocation (%)

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