Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debtDirect
Union Medium Duration Fund - Direct Plan - Growth Option
3Y ago₹1.18 L
5Y ago—
debtDirect
Kotak Medium Term Fund - Direct Plan - Growth
3Y ago₹1.30 L
5Y ago₹1.43 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Union Medium Duration Fund - Di… | Kotak Medium Term Fund - Direct… |
|---|---|---|
| Fund house | Union Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Debt Scheme - Medium Duration Fund | Debt Scheme - Medium Duration Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹12.5851 | ₹27.5842 |
| Assets managed (AUM) | — | — |
| 1M return | 0.94% | 0.44% |
| 6M return | 3.76% | 3.30% |
| 1Y return | 8.00% | 8.00% |
| 3Y CAGR | 5.75% | 9.03% |
| 5Y CAGR | — | 7.47% |
| Since inception CAGR | 5.39% | 8.47% |
| Bumpiness · 3Y (annualised σ) | 1.63 | 1.44 |
| Worst drop ever | -2.78% | -5.17% |
| Sharpe · 3Y (rf=6%) | -0.14 | 2.11 |