- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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 | Moderate | Moderately High |
| Asset Size (Cr) | ₹1879 Cr | ₹6552 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 | 1.22 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174K01VL6 | INF200K01719 |
| Exits Load | Data not available./365 | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.34% | 0.41% |
| 6 Month | 3.27% | 3.51% |
| 1 Year | 7.77% | 7.58% |
| 3 Year | 6.31% | 6.54% |
| 5 Year | 6.16% | 6.6% |
SIP Return Analysis
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.57% |
| 1 Year | 7.32% | 7.42% |
| 3 Year | 7.52% | 7.45% |
| 5 Year | 6.59% | 6.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.07% | 7.79% |
| 3 Year | 6.39% | 8.34% |
| 5 Year | 6.41% | 7.91% |
Risk Management
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.604% | 1.341% |
| Sharp | -0.186% | -0.046% |
| Beta | 1.21% | 1.163% |
| Alpha | -0.198% | 0.018% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 99.99996 | 100.00001 |
Sector Allocation
| Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 94.10614 | 100.00001 |
| Real Estate | 5.35638 | - |
| Financial Services | 0.53744 | - |
Top Comparisons
Kotak Debt Hybrid - Growth
3Y Returns9.67%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.51%
Kotak India EQ Contra Fund - Growth
3Y Returns18.46%
SBI Contra Fund - Regular Plan -Growth
3Y Returns21.24%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns22.45%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns23.71%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns19.26%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns10.88%
