SBI Magnum Income Fund vs Kotak Bond Fund compare
Kotak Bond Fund (G)
Kotak Bond Fund - Regular Plan Growth
SBI Magnum Income Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk | Moderately High Risk |
Asset Size (Cr) | ₹2088 Cr | ₹2088 Cr | ₹1890 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 25 Nov 1999 | 25 Nov 1999 | 25 Nov 1998 |
Category | Medium to Long Duration | Medium to Long Duration | Medium to Long Duration |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Medium to Long Duration Debt Index B-III | NIFTY Medium to Long Duration Debt Index B-III | CRISIL Medium to Long Duration Fund BIII Index |
Turn Over | % | 78% | 78% |
Expense Ratio | 1.65 | 1.65 | 1.46 |
Manager | Abhishek Bisen | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01EM0 | INF174K01EM0 | INF200K01594 |
Exits Load | Data not available./365 | Data not available./365 | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -0.14% | -0.14% | 0.09% |
6 Month | 2.65% | 2.65% | 3.14% |
1 Year | 6.97% | 6.97% | 7.34% |
3 Year | 5.69% | 5.69% | 6.32% |
5 Year | 5.73% | 5.73% | 6.25% |
SIP Return Analysis
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 6.49% | 6.49% | 7.14% |
3 Year | 6.97% | 6.97% | 7.31% |
5 Year | 5.9% | 5.9% | 6.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.84% | 7.84% | 7.01% |
3 Year | 7.72% | 7.72% | 7.38% |
5 Year | 8% | 8% | 7.43% |
Risk Management
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 2.18% | 2.18% | 1.752% |
Sharp | -0.22% | -0.22% | 0.006% |
Beta | 1.17% | 1.17% | 0.789% |
Alpha | -0.41% | -0.41% | -0.172% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Name | Abhishek Bisen | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹0 Cr | ₹434274 Cr |
Fund Manage | 33 | 33 | 43 |
Kotak Bond Fund (G) | Kotak Bond Fund - Regular Plan Growth | SBI Magnum Income Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Others | 99.67 | 99.67 | 100 |
Small Cap | 0.33 | 0.33 | - |
Sector Allocation
Scheme Name |
Kotak Bond Fund (G) |
Kotak Bond Fund - Regular Plan Growth |
SBI Magnum Income Fund-Regular Plan-Growth |
---|---|---|---|
Others | 99.67 | 99.67 | 100 |
Construction | 0.33 | 0.33 | - |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.44%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns10.77%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.38%
HSBC Short Duration Fund - Regular Growth
3Y Returns5.76%
Kotak Bluechip Fund - Growth
3Y Returns11.64%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns11.56%
Franklin India Flexi Cap Fund - Growth
3Y Returns15.48%
Invesco India Flexi Cap Fund - Growth
3Y Returns16.25%