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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 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.63 | 1.22 |
NAV | ₹22.87 | ₹28.17 |
Fund Started | 28 Feb 2014 | 09 Mar 2012 |
Fund Size | ₹1900.68 Cr | ₹1945.01 Cr |
Exit Load | - | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months. |
Risk
NA
NA
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.63
1.22
NAV
₹22.87
₹28.17
Fund Started
28 Feb 2014
09 Mar 2012
Fund Size
₹1900.68 Cr
₹1945.01 Cr
Exit Load
-
Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months.
Returns
1 Year | 9.75% | 9.65% |
3 Year | 7.76% | 8.13% |
5 Year | 6.63% | 6.97% |
1 Year
9.75%
9.65%
3 Year
7.76%
8.13%
5 Year
6.63%
6.97%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 8.64% | 3.92% |
Equity
0.00%
0.00%
Cash
8.64%
3.92%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Vihag Mishra | Akhil Bipin Thakker |
Start Date | 01 Jun 2025 | 01 Feb 2023 |
Name
Vihag Mishra
Akhil Bipin Thakker
Start Date
01 Jun 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