Compare Kotak Medium Term Fund vs Invesco India Medium Term Fund
Kotak Medium Term Fund
DebtMedium Term
Invesco India Medium Term Fund
DebtMedium Term
Risk
NA
Moderate
Rating
1.0
2.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.63
1.14
NAV
₹27.39
₹1348.49
Fund Started
28 Feb 2014
29 Jun 2021
Fund Size
₹1911.76 Cr
₹131.21 Cr
Exit Load
-
-
1 Year
3.95%
2.50%
3 Year
7.58%
6.07%
5 Year
6.12%
4.96%
Equity
0.00%
0.00%
Cash
13.47%
9.39%
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 income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.
Launch Date
28 Feb 2014
29 Jun 2021
