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Compare Kotak Medium Term Fund vs Axis Strategic Bond Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | NA | NA |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.63 | 1.32 |
NAV | ₹23.50 | ₹28.78 |
Fund Started | 28 Feb 2014 | 09 Mar 2012 |
Fund Size | ₹2082.21 Cr | ₹1927.79 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 15 Days. |
Risk
NA
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.63
1.32
NAV
₹23.50
₹28.78
Fund Started
28 Feb 2014
09 Mar 2012
Fund Size
₹2082.21 Cr
₹1927.79 Cr
Exit Load
-
Exit load of 1%, if redeemed within 15 Days.
Returns
1 Year | 9.00% | 8.75% |
3 Year | 8.03% | 8.13% |
5 Year | 6.43% | 6.75% |
1 Year
9.00%
8.75%
3 Year
8.03%
8.13%
5 Year
6.43%
6.75%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 17.34% | 1.74% |
Equity
0.00%
0.00%
Cash
17.34%
1.74%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Vihag Mishra | Akhil Bipin Thakker |
Start Date | 24 Oct 2025 | 01 Feb 2023 |
Name
Vihag Mishra
Akhil Bipin Thakker
Start Date
24 Oct 2025
01 Feb 2023
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 will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments. |
Launch Date | 28 Feb 2014 | 09 Mar 2012 |
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 will endeavor to generate optimal returns while maintaining liquidity through active management of a portfolio of debt and money market instruments.
Launch Date
28 Feb 2014
09 Mar 2012