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Kotak Long Term Fund vs Aditya Birla Sun Life Long Term Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Kotak Long Term Fund
  • Aditya Birla Sun Life Long Term Fund
Kotak Long Term Fund compared with Aditya Birla Sun Life Long Term Fund
FundKotak Mahindra Mutual FundKotak Long Term FundLong Duration Fund · Direct planNAV ₹11.18Aditya Birla Sun Life Mutual FundAditya Birla Sun Life Long Term FundLong Duration Fund · Direct planNAV ₹13.39
Returns
1 year2.2%3.4% (best of these funds)
3 yearsa year6.6%
Risk
Volatilitya year4.3%3.1% (best of these funds)
Worst fall−6.1%−3.3% (best of these funds)
Best year13.7% (best of these funds)13.7%
Worst year-4.2%-2% (best of these funds)
Years in gain84%96% (best of these funds)
Cost and size
Expense ratio0.32% (best of these funds)0.36%
Fund size₹58 Cr₹99 Cr
Minimum SIP₹100 (best of these funds)₹500
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.