Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Kotak Medium Term Fund - Growth

Invest Now

tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

Invest Now

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) ₹1832 Cr ₹6516 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 0.8% 0.48%
6 Month 5.04% 4.13%
1 Year 8.38% 7.67%
3 Year 7.66% 7.56%
5 Year 6.65% 6.39%

SIP Return Analysis

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
6 Month 1.58% 1.06%
1 Year 8.08% 6.97%
3 Year 8.33% 7.68%
5 Year 7.19% 6.89%

Rolling Lumpsum Returns

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
1 Year 7.3% 7.88%
3 Year 6.45% 8.27%
5 Year 6.45% 7.85%

Risk Management

Scheme Name Kotak Medium Term Fund - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth
Standard Deviation 1.47% 1.29%
Sharp 0.43% 0.47%
Beta 1.54% 1.48%
Alpha -0.51% -0.48%

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 93.01 99.58
Real Estate 6.99 0.42

Top Comparisons

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.42%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns7.03%

Compare Now

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.26%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns16.14%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns10.07%

VS

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns8.93%

Compare Now

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.1%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns11.1%

Compare Now
Add to Cart Successfully