Kotak Floating Rate Fund vs Franklin India 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) | ₹352 Cr | ₹3127 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 | 0.25% | 0.44% |
6 Month | 4.88% | 4.77% |
1 Year | 8.53% | 8.86% |
3 Year | 7.92% | 7.81% |
5 Year | 6.2% | 6.42% |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 1.8% | 2.04% |
1 Year | 8.56% | 8.85% |
3 Year | 8.32% | 8.37% |
5 Year | 7.24% | 7.28% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 6.24% | 7.28% |
3 Year | 6.08% | 6.08% |
5 Year | 5.66% | 6.72% |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 0.79% | 0.68% |
Sharp | 1.54% | 1.57% |
Beta | 7.29% | 6.36% |
Alpha | -0.74% | -0.64% |
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 |
Top Comparisons
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.84%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.98%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.84%
Sundaram Liquid Fund (G)
3Y Returns6.94%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.06%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.03%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.77%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.82%