Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Floater Fund vs Kotak Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Kotak Floating Rate Fund-Regular Plan-Growth Option

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3275 Cr ₹234 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 14 May 2019 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 34% 119%
Expense Ratio 0.63 0.53
Manager Deepak Agrawal Hardik Shah
ISIN Code INF174KA1DY6 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 1.34% 2.08%
6 Month 4.53% 6.12%
1 Year 9.12% 12.28%
3 Year 7.14% 8.22%
5 Year 7.22% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month 2.73% 4.31%
1 Year 9.64% 12.78%
3 Year 8.32% 9.82%
5 Year 7.09% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 7.07% 6.87%
3 Year 5.91% 6.76%
5 Year 6.67% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.996% 1.645%
Sharp 0.013% 0.387%
Beta 6.785% 8.45%
Alpha -1.34% -1.036%

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 Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Name Deepak Agrawal Hardik Shah
Total AUM ₹150749 Cr ₹0 Cr
Funds Managed 14 12
Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.44%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns7.99%

Compare Now

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.02%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.02%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.96%

VS

Axis Gilt Fund - Regular Plan - Growth Option Axis Gilt Fund - Regular Plan - Growth Option

3Y Returns8.35%

Compare Now
Add to Cart Successfully