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Compare Kotak Bond Fund vs SBI Magnum Income Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.64 | 1.46 |
NAV | ₹73.17 | ₹67.32 |
Fund Started | 18 Oct 1999 | 06 Oct 1998 |
Fund Size | ₹2221.04 Cr | ₹1807.38 Cr |
Exit Load | - | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year |
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.64
1.46
NAV
₹73.17
₹67.32
Fund Started
18 Oct 1999
06 Oct 1998
Fund Size
₹2221.04 Cr
₹1807.38 Cr
Exit Load
-
For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Returns
1 Year | 8.41% | 8.26% |
3 Year | 5.28% | 5.87% |
5 Year | 6.18% | 6.91% |
1 Year
8.41%
8.26%
3 Year
5.28%
5.87%
5 Year
6.18%
6.91%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 6.30% | 13.84% |
Equity
0.00%
0.00%
Cash
6.30%
13.84%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Dinesh Ahuja |
Start Date | 03 Jul 2023 | 08 Sep 2020 |
Name
Palha Khanna
Dinesh Ahuja
Start Date
03 Jul 2023
08 Sep 2020
About Fund
Description | The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate. | The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. |
Launch Date | 18 Oct 1999 | 06 Oct 1998 |
Description
The scheme aims to create a portfolio of debt instruments of different maturities so as to spread the risk across a wide maturity horizon and different kind of issuers in the debt market. The wholesale plan is targeted at big ticket investors and corporate.
The scheme seeks to provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years.
Launch Date
18 Oct 1999
06 Oct 1998
