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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 | 1.56 |
NAV | ₹22.42 | ₹39.32 |
Fund Started | 28 Feb 2014 | 23 Mar 2009 |
Fund Size | ₹1765.97 Cr | ₹2206.08 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
1.56
NAV
₹22.42
₹39.32
Fund Started
28 Feb 2014
23 Mar 2009
Fund Size
₹1765.97 Cr
₹2206.08 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 | 9.62% | 14.58% |
3 Year | 6.99% | 14.26% |
5 Year | 6.87% | 12.45% |
1 Year
9.62%
14.58%
3 Year
6.99%
14.26%
5 Year
6.87%
12.45%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.97% | 6.73% |
Equity
0.00%
0.00%
Cash
2.97%
6.73%
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