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 | 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 | 0.86% | 0.77% |
| 6 Month | 4.23% | 3.99% |
| 1 Year | 8.32% | 7.94% |
| 3 Year | 6.43% | 6.59% |
| 5 Year | 6.18% | 6.82% |
| Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.53% | 6.53% |
| 3 Year | 6.99% | 6.95% |
| 5 Year | 6.31% | 6.32% |
| 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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| 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 | 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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