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KOTAK MEDIUM TERM PLAN FUND - REGULAR GROWTH

15.23
0.02 as on 14-Jun-2019
DEBT | MEDIUM DURATION

5.85

1 YEAR RETURNS

6.8

3 YEAR RETURNS

7.98

5 YEAR RETURNS

3 / 5

FundExpert Rating
Buy


5000.0

Minimum Investment

1000.0

Minimum SIP Investment

1000.0

Additional Purchase

Three Year NAV

Peer Comparison

Peer Mutual Fund Fundexpert Rating Current Nav 1yr Return 3yr Return 5yr Return
FRANKLIN INDIA INCOME OPPORTUNITIES FUND - GROWTH 5 22.57 8.84 8.72 8.75 Buy
RELIANCE STRATEGIC DEBT FUND- GROWTH PLAN 4 14.03 0.61 5.11 NA Buy
L&T RESURGENT INDIA BOND FUND GROWTH 4 13.67 6.27 6.46 NA Buy
ADITYA BIRLA SUN LIFE MEDIUM TERM PLAN - GROWTH 4 22.95 4.09 6.48 7.87 Buy
UTI MEDIUM TERM FUND - GROWTH PLAN 4 13.51 5.59 6.92 NA Buy

Fund Portfolio

Top 5 Holdings

S. No Company Net Assets
1 Uttar Pradesh Power Corporation Ltd 5.58
2 Uttar Pradesh Power Corporation Ltd 5.49
3 Coastal Gujarat Power Ltd 5.36
4 Karelides Traders Pvt Ltd 5.31
5 Reliance Jio Infocomm Ltd 5.24

Top 5 Sectors

S. no Sector Name Net Assets
1 Banks - Public Sector 65.86
2 Miscellaneous 56.37
3 Trading 41.33
4 Finance - Housing 34.09
5 Unspecified Sector 31.19