- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Floater Fund vs Kotak Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3317 Cr | ₹134 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 | 0.35% | -0.69% |
| 6 Month | 4.73% | 4.36% |
| 1 Year | 8.66% | 7.47% |
| 3 Year | 7.75% | 7.61% |
| 5 Year | 6.61% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | 0.19% |
| 1 Year | 8.65% | 6.03% |
| 3 Year | 8.34% | 8.07% |
| 5 Year | 7.26% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.28% | 7.05% |
| 3 Year | 6.08% | 7.04% |
| 5 Year | 6.72% | - |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 2.12% |
| Sharp | 1.57% | 0.64% |
| Beta | 6.36% | 12.96% |
| Alpha | -0.64% | -2.20% |
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
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.42%
DSP Bond Fund - Growth
3Y Returns7.41%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns20.85%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns21.32%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns13.31%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.05%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.63%
