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Kotak Floating Rate Fund vs Axis Floater 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 Low to Moderate
Asset Size (Cr) ₹3275 Cr ₹234 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 0.74% 0.79%
6 Month 4.24% 5.46%
1 Year 9.01% 11.24%
3 Year 7.5% 8.22%
5 Year 7.03% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month 2.42% 3.46%
1 Year 9.09% 11.47%
3 Year 8.18% 9.46%
5 Year 7.03% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 7.07% 6.87%
3 Year 5.91% 6.76%
5 Year 6.67% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.996% 1.645%
Sharp 0.013% 0.387%
Beta 6.785% 8.45%
Alpha -1.34% -1.036%

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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
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

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