Kotak Low Duration Fund vs SBI Magnum Low Duration Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
Fund Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9372 Cr ₹9789 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Mar 2008 01 Jul 2007
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index B-I CRISIL Low Duration Fund BI Index
Turn Over 1777.06% 24%
Expense Ratio 1.17 1.02
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF178L01202 INF200K01MO2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Month 0.59% 0.53%
6 Month 3.76% 3.7%
1 Year 7.32% 7.37%
3 Year 5.79% 5.85%
5 Year 5.85% 5.56%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 7.41% 7.27%
3 Year 6.68% 6.68%
5 Year 5.94% 5.85%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Year 7.3% 7.7%
3 Year 7.83% 7.52%
5 Year 8.07% 8.13%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.62%
Sharp -0.36% -0.34%
Beta 1.37% 1.38%
Alpha 2.5% 2.56%

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Fund Managers

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
Name Deepak Agrawal Pradeep Kesavan
Total AUM ₹150749 Cr ₹434274 Cr
Fund Manage 14 43
Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

SBI Magnum Low Duration Fund - Regular Plan - Growth

Others 98.4 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

SBI Magnum Low Duration Fund - Regular Plan - Growth

Others 98.4 -3.96
Financial - 63.8
Sovereign - 15.31
Construction - 14.82
Consumer Staples - 1.03
Diversified - 0.51
Energy - 2.63
Capital Goods - 1.75
Communication - 4.11

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