Kotak Medium Term Fund vs SBI Magnum Medium Duration Fund compare
Kotak Medium Term Fund - Growth
Invest NowSBI Magnum Medium Duration Fund - Regular Plan - Growth
Invest NowChart 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 | Moderate | Moderately High |
Asset Size (Cr) | ₹1845 Cr | ₹6689 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 |
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.32% | 0.79% |
6 Month | 4.28% | 4.21% |
1 Year | 8.89% | 8.14% |
3 Year | 5.91% | 6.12% |
5 Year | 6.34% | 7.06% |
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.09% | 7.97% |
3 Year | 7.29% | 7.3% |
5 Year | 6.51% | 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% |
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Get Free Experts GuidanceScheme 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 | 92.92 | 100 |
Mid Cap | 3.01 | - |
Small Cap | 4.07 | - |
Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 92.92 | 100 |
Realty | 5.67 | - |
Construction | 1.41 | - |
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