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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) ₹2082 Cr ₹6886 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 0.74% 0.7%
6 Month 3.61% 2.43%
1 Year 9.06% 7.78%
3 Year 8.03% 7.68%
5 Year 6.38% 6.04%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month 2.26% 1.7%
1 Year 9.16% 7.06%
3 Year 8.81% 7.74%
5 Year 7.59% 7.06%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Year 7.5% 7.87%
3 Year 6.53% 8.18%
5 Year 6.48% 7.81%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
Standard Deviation 1.55% 1.34%
Sharp -0.01% 0.03%
Beta 0.74% 0.67%
Alpha 0.02% 0.08%

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 93.27 97.65
Real Estate 6.73 0.5
Industrials - 1.85

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