Kotak Floating Rate Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹3275 Cr | ₹13176 Cr | ₹13176 Cr |
Min Investment | ₹100 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 14 May 2019 | 30 Mar 2009 | 30 Mar 2009 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 34% | 45% | 16% |
Expense Ratio | 0.63 | 0.44 | 0.44 |
Manager | Deepak Agrawal | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF174KA1DY6 | INF209K01MG9 | INF209K01MG9 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.94% | 0.83% | 0.83% |
6 Month | 4.68% | 4.4% | 4.4% |
1 Year | 9.52% | 8.63% | 8.63% |
3 Year | 7.67% | 7.57% | 7.57% |
5 Year | 6.98% | 6.56% | 6.56% |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.83% | 2.51% | 2.51% |
1 Year | 9.94% | 9.05% | 9.05% |
3 Year | 8.48% | 8.12% | 8.12% |
5 Year | 7.22% | 7.11% | 7.11% |
Rolling Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.07% | 8.44% | 8.44% |
3 Year | 5.91% | 8.13% | 8.13% |
5 Year | 6.67% | 8.39% | 8.39% |
Risk Management
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.996% | 0.7% | 0.7% |
Sharp | 0.013% | 0.61% | 0.61% |
Beta | 6.785% | 1.39% | 1.39% |
Alpha | -1.34% | 3.21% | 3.21% |
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Fund Managers
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Name | Deepak Agrawal | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹150749 Cr | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 14 | 55 | 55 |
Kotak Floating Rate Fund-Regular Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100.78 | 100 |
Sector Allocation
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100.78 | 100 |
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