SBI Magnum Low Duration Fund vs Kotak Low Duration Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 0.64% 0.6%
6 Month 3.79% 3.72%
1 Year 7.34% 7.34%
3 Year 5.79% 5.87%
5 Year 5.83% 5.54%

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 7.41% 7.27%
3 Year 6.68% 6.68%
5 Year 5.94% 5.85%

Rolling Lumpsum Returns

Scheme Name Kotak Low Duration Fund- Regular Plan-Growth Option SBI Magnum Low Duration Fund - Regular Plan - Growth
1 Year 7.3% 7.7%
3 Year 7.83% 7.52%
5 Year 8.07% 8.13%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns25.01%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.7%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.51%

VS

PGIM India Large Cap Fund - Growth PGIM India Large Cap Fund - Growth

3Y Returns8.07%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.71%

VS

DSP Global Allocation Fund - Regular Plan - Growth DSP Global Allocation Fund - Regular Plan - Growth

3Y Returns4.86%

Compare Now

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.03%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6%

Compare Now
Request call back
Add to Cart Successfully