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) | ₹317 Cr | ₹2993 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Apr 2001 | 14 May 2019 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.49% | 0.33% |
| 6 Month | 2.59% | 3.03% |
| 1 Year | 8% | 8.19% |
| 3 Year | 7.82% | 7.87% |
| 5 Year | 6.18% | 6.22% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.43% | 1.42% |
| 1 Year | 6.59% | 6.98% |
| 3 Year | 7.77% | 7.93% |
| 5 Year | 7.19% | 7.25% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.28% | 7.4% |
| 3 Year | 6.08% | 6.15% |
| 5 Year | 5.7% | 6.65% |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 0.8% | 1.07% |
| Sharp | 0.14% | 0.02% |
| Beta | 1.48% | 1.73% |
| Alpha | 3.07% | 3.48% |
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 | 99.99 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 99.99 | 100 |
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