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Kotak Low Duration Fund vs SBI Magnum Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
SBI Low Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Average |
| Asset Size (Cr) | ₹15809 Cr | ₹16698 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Mar 2008 | 27 Jul 2007 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund BI Index |
| Turn Over | 1777.06% | 24% |
| Expense Ratio | 1.17 | 0.97 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF178L01202 | INF200K01MO2 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.3% | 0.31% |
| 6 Month | 2.74% | 2.72% |
| 1 Year | 7.01% | 7.02% |
| 3 Year | 6.99% | 7% |
| 5 Year | 5.65% | 5.62% |
SIP Return Analysis
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.27% | 1.25% |
| 1 Year | 6.25% | 6.19% |
| 3 Year | 6.98% | 6.95% |
| 5 Year | 6.49% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.34% | 7.61% |
| 3 Year | 7.74% | 7.48% |
| 5 Year | 7.93% | 8.02% |
Risk Management
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.69% | 0.62% |
| Sharp | -0.36% | -0.34% |
| Beta | 1.37% | 1.38% |
| Alpha | 2.5% | 2.56% |
Fund Managers
| Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Low Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
SBI Low Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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