All comparisons
Head-to-head
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1)vsKotak Medium Term Fund - Direct Plan - Growth
Side-by-side comparison of Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) 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 (Segregated Portfolio 1)
3Y ago—
5Y ago—
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 | ₹2.4049 | ₹27.5842 |
| Assets managed (AUM) | — | — |
| 1Y return | 187.22% | 8.00% |
| 3Y CAGR | — | 9.03% |
| 5Y CAGR | — | 7.47% |
| Since inception CAGR | 22.64% | 8.47% |
| Bumpiness · 3Y (annualised σ) | 65.86 | 1.44 |
| Worst drop ever | -41.59% | -5.17% |
| Sharpe · 3Y (rf=6%) | 0.23 | 2.11 |
Explore each fund individually
Tata Medium Term Fund -Direct Plan -Growth (Segregated Portfolio 1) →Kotak Medium Term Fund - Direct Plan - Growth →
Want to compare more than two? Add up to 3 more funds on the full compare page.