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Compare Kotak Medium Term Fund vs Aditya Birla Sun Life Medium Term Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.63 | 1.58 |
NAV | ₹21.70 | ₹37.13 |
Fund Started | 28 Feb 2014 | 23 Mar 2009 |
Fund Size | ₹1828.07 Cr | ₹1981.28 Cr |
Exit Load | - | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years. |
Risk
NA
NA
Rating
3.0
5.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.63
1.58
NAV
₹21.70
₹37.13
Fund Started
28 Feb 2014
23 Mar 2009
Fund Size
₹1828.07 Cr
₹1981.28 Cr
Exit Load
-
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Returns
1 Year | 8.99% | 10.39% |
3 Year | 6.03% | 13.74% |
5 Year | 6.29% | 11.27% |
1 Year
8.99%
10.39%
3 Year
6.03%
13.74%
5 Year
6.29%
11.27%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 9.17% | 12.50% |
Equity
0.00%
0.00%
Cash
9.17%
12.50%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Dhaval Joshi |
Start Date | 03 Jul 2023 | 21 Nov 2022 |
Name
Palha Khanna
Dhaval Joshi
Start Date
03 Jul 2023
21 Nov 2022
About Fund
Description | The scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. | The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. |
Launch Date | 28 Feb 2014 | 23 Mar 2009 |
Description
The scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Launch Date
28 Feb 2014
23 Mar 2009
