Kotak Gilt vs SBI Magnum Gilt Fund compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
SBI Magnum Gilt Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹3391 Cr | ₹3391 Cr | ₹11055 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 29 Dec 1998 | 23 Dec 2000 |
| Category | Domestic Deb FoF | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec Index |
| Turn Over | 4.88% | 24% | 78% |
| Expense Ratio | 1.48 | 1.48 | 0.94 |
| Manager | Abhishek Bisen | Abhishek Bisen | Tejas Soman |
| ISIN Code | INF174K01FI5 | INF174K01FI5 | INF200K01982 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.21% | -0.21% | 0.3% |
| 6 Month | -2.98% | -2.98% | -0.72% |
| 1 Year | 1.49% | 1.49% | 4.64% |
| 3 Year | 5.77% | 5.77% | 7.08% |
| 5 Year | 4.47% | 4.47% | 5.72% |
SIP Return Analysis
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -0.65% | -0.65% | 0.61% |
| 1 Year | -1.05% | -1.05% | 2.98% |
| 3 Year | 4.41% | 4.41% | 6.43% |
| 5 Year | 4.93% | 4.93% | 6.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.31% | 7.31% | 7% |
| 3 Year | 7.85% | 7.85% | 7.3% |
| 5 Year | 7.56% | 7.56% | 7.26% |
Risk Management
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 3.72% | 3.72% | 3.05% |
| Sharp | -0.22% | -0.22% | 0.17% |
| Beta | 1.24% | 1.24% | 1.06% |
| Alpha | -2.41% | -2.41% | -0.85% |
Fund Managers
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Tejas Soman |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹37095 Cr |
| Funds Managed | 33 | 33 | 9 |
| Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
SBI Magnum Gilt Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.88%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.3%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.26%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.69%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns18.58%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns24.32%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns20.43%