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Aditya Birla Sun Life Floating Rate Fund vs Kotak Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹3229 Cr | ₹13531 Cr | ₹13531 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 14 May 2019 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 34% | 45% | 16% |
| Expense Ratio | 0.63 | 0.43 | 0.43 |
| Manager | Deepak Agrawal | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF174KA1DY6 | INF209K01MG9 | INF209K01MG9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.59% | 0.58% | 0.58% |
| 6 Month | 5.04% | 4.6% | 4.6% |
| 1 Year | 9.35% | 8.5% | 8.5% |
| 3 Year | 7.9% | 7.69% | 7.69% |
| 5 Year | 6.41% | 6.31% | 6.31% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 2.53% | 2.27% | 2.27% |
| 1 Year | 9.63% | 8.84% | 8.84% |
| 3 Year | 8.54% | 8.15% | 8.15% |
| 5 Year | 7.31% | 7.2% | 7.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 7.21% | 8.36% | 8.36% |
| 3 Year | 6% | 8.1% | 8.1% |
| 5 Year | 6.74% | 8.38% | 8.38% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.68% | 0.45% | 0.45% |
| Sharp | 1.59% | 2.03% | 2.03% |
| Beta | 5.29% | 4.02% | 4.02% |
| Alpha | -0.28% | -0.15% | -0.15% |
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Fund Managers
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Deepak Agrawal | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹150749 Cr | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 14 | 55 | 55 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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