SBI Magnum Medium Duration Fund vs Kotak Medium Term Fund compare
Kotak Medium Term Fund - Growth
Invest NowSBI Magnum Medium Duration Fund - Regular Plan - Growth
Invest NowChart 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 | Moderately High | Moderately High |
Asset Size (Cr) | ₹1682 Cr | ₹5990 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 | 1.21 |
Manager | Deepak Agrawal | Pradeep Kesavan |
ISIN Code | INF174K01VL6 | INF200K01719 |
Exits Load | Nil/365 | For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 |
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.87% | 0.79% |
6 Month | 4.16% | 4% |
1 Year | 8.78% | 7.59% |
3 Year | 5.64% | 5.76% |
5 Year | 6.39% | 7.05% |
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.74% | 3.3% |
3 Year | 9.46% | 9.72% |
5 Year | 15.84% | 16.65% |
Scheme Name | Kotak Medium Term Fund - Growth | SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 5.53% | 6.1% |
3 Year | 12.81% | 13.58% |
5 Year | 16.34% | 17.16% |
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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Get Free Experts GuidanceScheme 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 | 100 | 100 |
Scheme Name |
Kotak Medium Term Fund - Growth |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 4.35 | 13.25 |
Sovereign | 22.37 | 24.89 |
Construction | 34.05 | 11.39 |
Financial | 20.93 | 30.28 |
Consumer Staples | 3.73 | 0.16 |
Metals & Mining | 4.33 | 3.83 |
Capital Goods | 10.23 | 6.79 |
Energy | 0.01 | 5.73 |
Communication | - | 3.68 |
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