- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2075 Cr | ₹2075 Cr | ₹2162 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 | 0.13% | 0.13% | 0.32% |
| 6 Month | 0.95% | 0.95% | 1.26% |
| 1 Year | 5.88% | 5.88% | 6.46% |
| 3 Year | 7.1% | 7.1% | 7.52% |
| 5 Year | 5.18% | 5.18% | 5.63% |
SIP Return Analysis
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.44% | 0.44% | 0.66% |
| 1 Year | 4.29% | 4.29% | 4.91% |
| 3 Year | 6.63% | 6.63% | 6.91% |
| 5 Year | 6.09% | 6.09% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.86% | 7.86% | 7.09% |
| 3 Year | 7.68% | 7.68% | 7.4% |
| 5 Year | 7.94% | 7.94% | 7.38% |
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% | 1.96% |
| Sharp | -0.22% | -0.22% | 0.37% |
| Beta | 1.17% | 1.17% | 0.98% |
| Alpha | -0.41% | -0.41% | -0.69% |
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 |
|---|---|---|---|
| Large Cap | 7.5 | - | - |
| Others | 92.5 | 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 |
| Construction | 0.35 | - | - |
| Financial Services | - | 0.35 | - |
Top Comparisons
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.46%
LIC MF Banking & PSU Fund-Regular Plan-Growth
3Y Returns7.46%
Kotak Large Cap Fund - Growth
3Y Returns15.01%
PGIM India Large Cap Fund - Growth
3Y Returns11.64%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.04%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns25.91%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.16%
