HDFC Floating Rate Debt Fund vs Kotak Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
HDFC Floating Rate Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹3368 Cr | ₹16224 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 May 2019 | 23 Oct 2007 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | NIFTY Low Duration Debt Index |
| Turn Over | 34% | 9.03% |
| Expense Ratio | 0.63 | 0.49 |
| Manager | Deepak Agrawal | Vikash Agarwal |
| ISIN Code | INF174KA1DY6 | INF179K01707 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.24% | 0.23% |
| 6 Month | 2.73% | 2.56% |
| 1 Year | 7.87% | 7.47% |
| 3 Year | 7.79% | 7.81% |
| 5 Year | 6.27% | 6.44% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.23% | 1.15% |
| 1 Year | 6.36% | 5.94% |
| 3 Year | 7.73% | 7.54% |
| 5 Year | 7.17% | 7.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.4% | 8.3% |
| 3 Year | 6.16% | 7.79% |
| 5 Year | 6.64% | 7.99% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 1.07% | 0.84% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Vikash Agarwal |
| Total AUM | ₹150749 Cr | ₹47980 Cr |
| Funds Managed | 14 | 11 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Multi Sector Passive FOF - Growth
3Y Returns18.26%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.91%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.48%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.04%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns21.91%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.61%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.21%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.33%