Kotak Medium Term Fund vs SBI Magnum Medium Duration Fund compare
Kotak Medium Term Fund - Growth
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹1879 Cr | ₹6552 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 21 Mar 2014 | 12 Nov 2003 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
Turn Over | 0.0% | 252% |
Expense Ratio | 1.63 | 1.22 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF174K01VL6 | INF200K01719 |
Exits Load | Data not available./365 | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.56% | 1.5% |
6 Month | 4.34% | 5.03% |
1 Year | 9.83% | 9.66% |
3 Year | 7.02% | 7.37% |
5 Year | 7.42% | 7.14% |
SIP Return Analysis
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.89% | 3.1% |
1 Year | 9.99% | 10.34% |
3 Year | 8.53% | 8.5% |
5 Year | 7.17% | 7.18% |
Rolling Lumpsum Returns
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 7.79% |
3 Year | 6.39% | 8.34% |
5 Year | 6.41% | 7.91% |
Risk Management
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.604% | 1.341% |
Sharp | -0.186% | -0.046% |
Beta | 1.21% | 1.163% |
Alpha | -0.198% | 0.018% |
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Fund Managers
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Pradeep Kesavan |
Total AUM | ₹150749 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 94.11 | 100 |
Real Estate | 5.36 | - |
Financial Services | 0.54 | - |
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