Kotak Medium Term Fund vs SBI Magnum Medium Duration Fund compare
Kotak Medium Term Fund - Growth
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Chart Comparison
| 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 | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1682 Cr | ₹5990 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 | 1.21 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01VL6 | INF200K01719 |
| Exits Load | Nil/365 | For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 |
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.54% | 0.5% |
| 6 Month | 5.13% | 4.42% |
| 1 Year | 9.78% | 8.24% |
| 3 Year | 5.98% | 6.01% |
| 5 Year | 6.39% | 7.07% |
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.56% | 8.21% |
| 3 Year | 7.53% | 7.22% |
| 5 Year | 6.66% | 6.58% |
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.95% | 7.72% |
| 3 Year | 6.45% | 8.38% |
| 5 Year | 6.45% | 7.95% |
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.55% | 1.34% |
| Sharp | -0.01% | 0.03% |
| Beta | 0.74% | 0.67% |
| Alpha | 0.02% | 0.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 14 | 43 |
| Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.35 | 13.25 |
| Sovereign | 22.37 | 24.89 |
| Construction | 34.05 | 11.39 |
| Financial | 20.93 | 30.28 |
| Consumer Staples | 3.73 | 0.16 |
| Metals & Mining | 4.33 | 3.83 |
| Capital Goods | 10.23 | 6.79 |
| Energy | 0.01 | 5.73 |
| Communication | - | 3.68 |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns13.74%
HSBC Business Cycles Fund - Regular Growth
3Y Returns21.08%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns8.44%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns10.59%
PGIM India Corporate Bond Fund - Growth
3Y Returns5.53%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns5.8%
HDFC Low Duration Fund - Growth
3Y Returns6.01%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns5.77%