SBI Magnum Income Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
SBI Magnum Income Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹2095 Cr | ₹2095 Cr | ₹2001 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 Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -1.35% | -1.35% | -0.92% |
6 Month | 2.96% | 2.96% | 3.08% |
1 Year | 5.74% | 5.74% | 6.42% |
3 Year | 6.78% | 6.78% | 7.2% |
5 Year | 5.44% | 5.44% | 6.01% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 0.38% | 0.38% | 0.69% |
1 Year | 5.18% | 5.18% | 5.95% |
3 Year | 7.08% | 7.08% | 7.37% |
5 Year | 6.19% | 6.19% | 6.62% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.89% | 7.89% | 7.1% |
3 Year | 7.7% | 7.7% | 7.41% |
5 Year | 7.95% | 7.95% | 7.4% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 1.80% |
Sharp | -0.22% | -0.22% | 0.50% |
Beta | 1.17% | 1.17% | 0.95% |
Alpha | -0.41% | -0.41% | -0.45% |
Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income 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 Magnum Income Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Others | 99.65 | 99.65 | 100 |
Financial Services | 0.35 | 0.35 | - |
Top Comparisons
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns12.64%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.43%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.05%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.5%
Tata Focused Fund-Regular Plan-Growth
3Y Returns16.21%
HSBC Focused Fund - Regular Growth
3Y Returns17.29%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns29.91%
Quant Infrastructure Fund - Growth Option
3Y Returns18.79%