SBI Magnum Low Duration Fund vs Kotak Low Duration Fund compare

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tortoise-icon Kotak Low Duration Fund- Regular Plan-Growth Option

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tortoise-icon SBI Magnum Low Duration Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate
Asset Size (Cr) ₹9372 Cr ₹9789 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Mar 2008 01 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 1.02
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF178L01202 INF200K01MO2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Month 0.75% 0.6%
6 Month 3.63% 3.68%
1 Year 7.25% 7.12%
3 Year 5.64% 5.53%
5 Year 5.88% 5.58%

SIP Return Analysis

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 3.15% 3.2%
3 Year 9.23% 9.34%
5 Year 14.89% 14.59%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Year 5.15% 4.87%
3 Year 12.07% 11.75%
5 Year 15.31% 14.98%

Risk Management

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
Standard Deviation 0.69% 0.62%
Sharp -0.36% -0.34%
Beta 1.37% 1.38%
Alpha 2.5% 2.56%

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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
Fund Manage 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 98.4 100

Sector Allocation

Scheme Name

Kotak Low Duration Fund- Regular Plan-Growth Option

SBI Magnum Low Duration Fund - Regular Plan - Growth

Others 98.4 -3.96
Financial - 63.8
Sovereign - 15.31
Construction - 14.82
Consumer Staples - 1.03
Diversified - 0.51
Energy - 2.63
Capital Goods - 1.75
Communication - 4.11

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