Kotak Low Duration Fund vs SBI Magnum Low Duration Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹10178 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 0.5% 0.6%
6 Month 3.58% 3.68%
1 Year 6.88% 7.12%
3 Year 5.46% 5.53%
5 Year 5.86% 5.58%

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 3.15% 3.2%
3 Year 9.23% 9.34%
5 Year 14.89% 14.59%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Year 5.15% 4.87%
3 Year 12.07% 11.75%
5 Year 15.31% 14.98%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

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

3Y Returns5.46%

VS

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

3Y Returns5.53%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.67%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns14.92%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.25%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns21.07%

Compare Now

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns5.1%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns10.75%

Compare Now
Request call back
Add to Cart Successfully