All comparisons
Head-to-head
LIC MF Medium to Long Term Fund - Direct Plan - GrowthvsKotak Medium to Long Term Fund - Direct Plan - Growth
Side-by-side comparison of LIC MF Medium to Long Term Fund - Direct Plan - Growth and Kotak Medium to Long Term Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
LIC MF Medium to Long Term Fund - Direct Plan - Growth
3Y ago₹1.24 L
5Y ago₹1.36 L
debt
Kotak Medium to Long Term Fund - Direct Plan - Growth
3Y ago₹1.23 L
5Y ago₹1.36 L
Normalised price over time
Both funds start 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 | LIC MF Medium to Long Term Fund… | Kotak Medium to Long Term Fund … |
|---|---|---|
| Fund house | LIC Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium to Long Term Fund | Income/Debt Oriented Schemes - Medium to Long Term Fund |
| Latest NAV | ₹82.1157 | ₹90.815 |
| Assets managed (AUM) | — | — |
| 1Y return | 5.55% | 6.12% |
| 3Y CAGR | 7.36% | 7.24% |
| 5Y CAGR | 6.29% | 6.27% |
| Since inception CAGR | 7.08% | 7.61% |
| Bumpiness · 3Y (annualised σ) | 1.95 | 2.15 |
| Worst drop ever | -6.22% | -9.92% |
| Sharpe · 3Y (rf=6%) | 0.73 | 0.61 |
Explore each fund individually
LIC MF Medium to Long Term Fund - Direct Plan - Growth →Kotak Medium to Long Term Fund - Direct Plan - Growth →
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