Kotak Gilt vs SBI Magnum Gilt Fund compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
SBI Magnum Gilt Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Moderate |
Asset Size (Cr) | ₹4094 Cr | ₹4094 Cr | ₹11262 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 29 Dec 1998 | 23 Dec 2000 |
Category | Gilt | Gilt | Gilt |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec Index |
Turn Over | 4.88% | 24% | 78% |
Expense Ratio | 1.48 | 1.48 | 0.94 |
Manager | Abhishek Bisen | Abhishek Bisen | Tejas Soman |
ISIN Code | INF174K01FI5 | INF174K01FI5 | INF200K01982 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 2.88% | 2.88% | 2.48% |
6 Month | 2.96% | 2.96% | 3.48% |
1 Year | 8.53% | 8.53% | 8.94% |
3 Year | 6.94% | 6.94% | 7.8% |
5 Year | 6.3% | 6.3% | 6.82% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 2.83% | 2.83% | 3.03% |
1 Year | 8.99% | 8.99% | 9.48% |
3 Year | 8.26% | 8.26% | 8.81% |
5 Year | 6.69% | 6.69% | 7.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.35% | 8.35% | 6.95% |
3 Year | 8.27% | 8.27% | 7.12% |
5 Year | 7.95% | 7.95% | 7.4% |
Risk Management
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 2.22% | 2.22% | 2.091% |
Sharp | -0.13% | -0.13% | 0.254% |
Beta | 0.52% | 0.52% | 0.728% |
Alpha | -0.57% | -0.57% | 0.352% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Tejas Soman |
Total AUM | ₹0 Cr | ₹0 Cr | ₹37095 Cr |
Funds Managed | 33 | 33 | 9 |
Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100 | 100 | 100 |
Top Comparisons
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.18%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.21%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns19.91%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns13.89%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.63%
Sundaram Services Fund Regular Plan - Growth
3Y Returns14.08%
Bandhan Small Cap Fund Regular Growth
3Y Returns23.92%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%