| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Kotak Medium Term Fund - Growth | 8.75 | 7.4 | 5.96 | 6.28 | 7.05 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 10.33 | 8.58 | 13.73 | 11.28 | 8.4 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 8.6 | 7.89 | 6.5 | 7.07 | 7.53 |
| Nippon India Strategic Debt Fund - Growth Option | 8.2 | 7.58 | 5.69 | 1.25 | 3.38 |
| HSBC Medium Duration Fund - Regular Growth | 8.17 | 7.53 | 5.8 | 6.38 | 0 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 8.04 | 7.61 | 6.16 | 6.98 | 8.02 |
| HDFC Medium Term Debt Fund - Growth Option | 7.99 | 7.33 | 5.78 | 6.53 | 7.17 |
| ICICI Prudential Medium Term Bond Fund - Growth | 7.93 | 7.45 | 6.3 | 7.01 | 7.45 |
| Invesco India Medium Duration Fund - Regular - Growth | 7.79 | 6.93 | 5.1 | 0 | 0 |
| DSP Bond Fund - Growth | 7.72 | 7.3 | 5.78 | 6.17 | 6.18 |
| Based On | Kotak Medium Term Fund - Growth | BSE India Bond Index | Debt: Medium Duration |
|---|---|---|---|
| CAGR since inception | 7.44% | 8.74% | 6.83% |
| 1 Year | 8.75% | 7.49% | 8.02% |
| 3 Year | 5.96% | 5.99% | 6.16% |
| 5 Year | 6.28% | 7.41% | 6.09% |
| 10 Year | 7.05% | 8.41% | 6.73% |
| Nav / Index Value as on2024-12-22 | 1,828.53% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 11.69 |
| Debt | 87.82 |
| Mutual Funds | 0.28 |
| Cash & Cash Equivalents | 0.21 |
| Company | Holding |
|---|---|
| TATA STEEL LIMITED | 4.13 |
| EMBASSY OFFICE PARKS REIT | 3.07 |
| JM FINANCIAL CREDIT SOLUTIONS LIMITED | 2.73 |
| JM FINANCIAL ASSET RECONSTRUCTION COMPANY LIMITED | 2.35 |
| GOVERNMENT OF INDIA | 2.23 |
| BROOKFIELD INDIA REAL ESTATE TRUST | 2.09 |
| INDIA GRID TRUST | 1.35 |
| CAN FIN HOMES LIMITED | 1.1 |
| NEXUS SELECT TRUST | 0.57 |
| DME DEVELOPMENT LIMITED | 0.43 |
To calculate the Kotak Mahindra Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
