Franklin India Floating Rate Fund vs Kotak Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Kotak Floating Rate Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹334 Cr | ₹2989 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Apr 2001 | 14 May 2019 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | NIFTY Short Duration Index |
| Turn Over | 72.19% | 34% |
| Expense Ratio | 0.98 | 0.63 |
| Manager | Sandeep Manam | Deepak Agrawal |
| ISIN Code | INF090I01LM7 | INF174KA1DY6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.65% | 0.61% |
| 6 Month | 2.98% | 3.65% |
| 1 Year | 8.12% | 8.3% |
| 3 Year | 7.87% | 7.86% |
| 5 Year | 6.15% | 6.33% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.31% | 1.52% |
| 1 Year | 7.51% | 7.97% |
| 3 Year | 8.02% | 8.18% |
| 5 Year | 7.2% | 7.27% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.25% | 7.32% |
| 3 Year | 6.09% | 6.11% |
| 5 Year | 5.67% | 6.69% |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 0.8% | 0.69% |
| Sharp | 0.14% | 1.44% |
| Beta | 1.48% | 6.48% |
| Alpha | 3.07% | -0.71% |
Fund Managers
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Sandeep Manam | Deepak Agrawal |
| Total AUM | ₹74256 Cr | ₹150749 Cr |
| Funds Managed | 20 | 14 |
| Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 100 | 100 |
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