SBI Magnum Low Duration Fund vs Kotak Low Duration Fund compare
Kotak Low Duration Fund- Regular Plan-Growth Option
SBI Magnum Low Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹11883 Cr | ₹12254 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 06 Mar 2008 | 27 Jul 2007 |
Category | Low Duration | Low Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index B-I | CRISIL Low Duration Fund BI Index |
Turn Over | 1777.06% | 24% |
Expense Ratio | 1.17 | 0.97 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF178L01202 | INF200K01MO2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.02% | 1.02% |
6 Month | 3.83% | 3.78% |
1 Year | 7.51% | 7.47% |
3 Year | 6.35% | 6.4% |
5 Year | 5.9% | 5.67% |
SIP Return Analysis
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.11% | 2.14% |
1 Year | 7.36% | 7.35% |
3 Year | 7.04% | 7.05% |
5 Year | 6.16% | 6.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.31% | 7.68% |
3 Year | 7.82% | 7.51% |
5 Year | 8.05% | 8.06% |
Risk Management
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.632% | 0.549% |
Sharp | -0.653% | -0.743% |
Beta | 4.447% | 4.186% |
Alpha | -1.208% | -1.121% |
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Fund Managers
Scheme Name | Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Deepak Agrawal | Pradeep Kesavan |
Total AUM | ₹150749 Cr | ₹434274 Cr |
Funds Managed | 14 | 43 |
Kotak Low Duration Fund- Regular Plan-Growth Option | SBI Magnum Low Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Low Duration Fund- Regular Plan-Growth Option |
SBI Magnum Low Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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