All comparisons
Head-to-head
Tata Medium Term Fund- Direct Plan- Growth OptionvsKotak Medium Term Fund - Direct Plan - Growth
Side-by-side comparison of Tata Medium Term Fund- Direct Plan- Growth Option and Kotak Medium 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
Tata Medium Term Fund- Direct Plan- Growth Option
3Y ago₹1.24 L
5Y ago₹1.18 L
debt
Kotak Medium Term Fund - Direct Plan - Growth
3Y ago₹1.30 L
5Y ago₹1.43 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 | Tata Medium Term Fund- Direct P… | Kotak Medium Term Fund - Direct… |
|---|---|---|
| Fund house | Tata Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Debt Scheme - Medium Duration Fund | Debt Scheme - Medium Duration Fund |
| Latest NAV | ₹32.7645 | ₹27.5842 |
| Assets managed (AUM) | — | — |
| 1Y return | 2.59% | 8.00% |
| 3Y CAGR | 7.45% | 9.03% |
| 5Y CAGR | 3.30% | 7.47% |
| Since inception CAGR | 6.32% | 8.47% |
| Bumpiness · 3Y (annualised σ) | 2.54 | 1.44 |
| Worst drop ever | -14.97% | -5.17% |
| Sharpe · 3Y (rf=6%) | 0.58 | 2.11 |
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