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Compare Kotak Medium Term Fund vs ICICI Prudential Medium Term Bond Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.63 | 1.35 |
NAV | ₹21.56 | ₹42.42 |
Fund Started | 28 Feb 2014 | 24 Aug 2004 |
Fund Size | ₹1844.69 Cr | ₹5916.53 Cr |
Exit Load | - | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days. |
Risk
NA
NA
Rating
2.0
4.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.63
1.35
NAV
₹21.56
₹42.42
Fund Started
28 Feb 2014
24 Aug 2004
Fund Size
₹1844.69 Cr
₹5916.53 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Returns
1 Year | 9.24% | 7.99% |
3 Year | 5.93% | 6.19% |
5 Year | 6.26% | 7.10% |
1 Year
9.24%
7.99%
3 Year
5.93%
6.19%
5 Year
6.26%
7.10%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 9.50% | 7.29% |
Equity
0.00%
0.00%
Cash
9.50%
7.29%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Ritesh Lunawat |
Start Date | 03 Jul 2023 | 28 Dec 2020 |
Name
Palha Khanna
Ritesh Lunawat
Start Date
03 Jul 2023
28 Dec 2020
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 income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity. |
Launch Date | 28 Feb 2014 | 24 Aug 2004 |
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 income through investments in a range of debt and money market instruments of various maturities with a view to maximizing income while maintaining the optimum balance of yield, safety and liquidity.
Launch Date
28 Feb 2014
24 Aug 2004
