SBI Magnum Gilt Fund vs Kotak Gilt 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) | ₹3572 Cr | ₹3572 Cr | ₹11322 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 | Gilt | Gilt | Gilt |
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 | -0.16% | -0.16% | -0.03% |
6 Month | 0.5% | 0.5% | 2.42% |
1 Year | 2.66% | 2.66% | 4.93% |
3 Year | 6.18% | 6.18% | 7.36% |
5 Year | 5.06% | 5.06% | 6.04% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | -1.54% | -1.54% | -0.44% |
1 Year | 0.29% | 0.29% | 3.57% |
3 Year | 5.26% | 5.26% | 6.84% |
5 Year | 5.28% | 5.28% | 6.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.32% | 8.32% | 7.09% |
3 Year | 8.19% | 8.19% | 7.2% |
5 Year | 7.87% | 7.87% | 7.29% |
Risk Management
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 2.22% | 2.22% | 3.02% |
Sharp | -0.13% | -0.13% | 0.14% |
Beta | 0.52% | 0.52% | 1.27% |
Alpha | -0.57% | -0.57% | -1.08% |
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 |
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