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Kotak Medium Term Fund vs SBI Magnum Medium Duration Fund compare

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tortoise-icon Kotak Medium Term Fund - Growth

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.37% 0.98%
6 Month 5.44% 5.58%
1 Year 10.38% 9.91%
3 Year 7.74% 8.02%
5 Year 7.19% 6.94%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month 3.25% 3.21%
1 Year 10.7% 10.75%
3 Year 8.83% 8.69%
5 Year 7.37% 7.32%

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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