SBI Magnum Income Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
SBI Medium to Long Duration Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderately High |
| Asset Size (Cr) | ₹2064 Cr | ₹2064 Cr | ₹2159 Cr |
| Min Investment | ₹100 | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹1000 |
| Launch Date | 25 Nov 1999 | 25 Nov 1999 | 25 Nov 1998 |
| Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund BIII Index |
| Turn Over | % | 78% | 78% |
| Expense Ratio | 1.65 | 1.65 | 1.46 |
| Manager | Abhishek Bisen | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01EM0 | INF174K01EM0 | INF200K01594 |
| Exits Load | Data not available./365 | Data not available./365 | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -0.14% | -0.14% | -0.15% |
| 6 Month | 0.28% | 0.28% | 0.75% |
| 1 Year | 4.75% | 4.75% | 5.37% |
| 3 Year | 6.53% | 6.53% | 6.76% |
| 5 Year | 4.78% | 4.78% | 5.5% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.25% | 0.25% | 0.38% |
| 1 Year | 2.06% | 2.06% | 2.64% |
| 3 Year | 5.7% | 5.7% | 6% |
| 5 Year | 5.69% | 5.69% | 6.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.17% | 7.17% | 6.54% |
| 3 Year | 7.48% | 7.48% | 7.02% |
| 5 Year | 7.82% | 7.82% | 7.1% |
Risk Management
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 2.18% | 2.18% | 1.79% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 33 | 43 |
| Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Medium to Long Duration Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 95.87 | 95.87 | 100 |
| Financial Services | 0.36 | 0.36 | - |
| Industrials | 3.77 | 3.77 | - |
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