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) | ₹341 Cr | ₹3253 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 | 0.44% | 0.48% |
6 Month | 5.24% | 4.98% |
1 Year | 9.41% | 9.39% |
3 Year | 7.96% | 7.9% |
5 Year | 6.22% | 6.61% |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 2.66% | 2.56% |
1 Year | 9.76% | 9.55% |
3 Year | 8.62% | 8.48% |
5 Year | 7.32% | 7.26% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 6.24% | 7.21% |
3 Year | 6.08% | 6% |
5 Year | 5.66% | 6.74% |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 0.8% | 0.75% |
Sharp | 0.14% | 1.35% |
Beta | 1.48% | 5.97% |
Alpha | 3.07% | -0.53% |
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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 | 99.97 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
---|---|---|
Others | 99.97 | 100 |
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