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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) | ₹1859 Cr | ₹6580 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 | 0.4% | 0.13% |
| 6 Month | 5.19% | 4.91% |
| 1 Year | 9.74% | 9.15% |
| 3 Year | 7.83% | 7.85% |
| 5 Year | 6.68% | 6.52% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.53% | 2.12% |
| 1 Year | 9.54% | 8.87% |
| 3 Year | 8.65% | 8.23% |
| 5 Year | 7.29% | 7.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.19% | 7.83% |
| 3 Year | 6.4% | 8.3% |
| 5 Year | 6.42% | 7.87% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.51% | 1.16% |
| Sharp | 0.61% | 1.04% |
| Beta | 1.56% | 1.34% |
| Alpha | -0.65% | -0.14% |
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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 | 94.03 | 100 |
| Real Estate | 5.79 | - |
| Financial Services | 0.19 | - |
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