Compare Kotak Medium Term Fund vs Aditya Birla Sun Life Medium Term Fund
Risk
NA
NA
Rating
1.0
1.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.63
1.56
NAV
₹23.83
₹42.23
Fund Started
28 Feb 2014
23 Mar 2009
Fund Size
₹1986.87 Cr
₹2981.71 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.
1 Year
8.85%
10.16%
3 Year
8.27%
10.07%
5 Year
6.67%
12.28%
Equity
0.00%
0.00%
Cash
12.20%
7.17%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
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