Axis Floater Fund vs Kotak Floating Rate Fund compare

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

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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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 Moderate
Asset Size (Cr) ₹3792 Cr ₹256 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 May 2019 26 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 0.62 0.54
Manager Deepak Agrawal Hardik Shah
ISIN Code INF174KA1DY6 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.78% 1.03%
6 Month 4.34% 4.91%
1 Year 7.82% 9.2%
3 Year 5.77% 6.41%
5 Year 6.65% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.38% 3.99%
3 Year 9.74% 10.36%
5 Year 16.5% 10.36%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 5.91% 5.49%
3 Year 13.4% 10.99%
5 Year 16.97% 10.99%

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 1.07% 1.36%
Sharp 0.02% -
Beta 1.73% -
Alpha 3.48% -

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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
Fund Manage 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 100.15 100.01

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 1.34 0.47
Construction 4.34 3.95
Financial 26.84 -
Services 1.79 -

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