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 | 2.5% | 2.5% | 2.87% |
6 Month | 4.27% | 4.27% | 4.95% |
1 Year | 10.84% | 10.84% | 11.42% |
3 Year | 7.61% | 7.61% | 8.49% |
5 Year | 6.4% | 6.4% | 7.16% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | SBI Magnum Gilt Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 3.62% | 3.62% | 4.06% |
1 Year | 10.57% | 10.57% | 11.74% |
3 Year | 8.81% | 8.81% | 9.53% |
5 Year | 7.04% | 7.04% | 7.84% |
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
Kotak Small Cap Fund Regular Growth
3Y Returns12.38%
HSBC Small Cap Fund Regular Growth
3Y Returns16.42%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.25%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns12.49%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns12.75%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns13.56%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns13.56%