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Kotak Medium Term Fund - Growth
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Chart Comparison
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 | 0.67% | 0.51% |
| 6 Month | 3.52% | 2.36% |
| 1 Year | 8.94% | 7.73% |
| 3 Year | 8.03% | 7.65% |
| 5 Year | 6.42% | 6.06% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.23% | 1.65% |
| 1 Year | 9.13% | 7.04% |
| 3 Year | 8.86% | 7.78% |
| 5 Year | 7.64% | 7.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.52% | 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 | 92.25 | 96.01 |
| Real Estate | 6.48 | 2.14 |
| Financial Services | 1.27 | - |
| Industrials | - | 1.85 |
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