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Kotak Floating Rate Fund vs Franklin India Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon Kotak Floating Rate Fund-Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹351 Cr ₹3081 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 0.14% 0.39%
6 Month 4.45% 4.68%
1 Year 7.94% 8.55%
3 Year 7.76% 7.72%
5 Year 6.13% 6.5%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
6 Month 1.15% 1.6%
1 Year 7.45% 8.11%
3 Year 7.99% 8.18%
5 Year 7.1% 7.2%

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 0.8% 0.72%
Sharp 0.14% 1.31%
Beta 1.48% 6.37%
Alpha 3.07% -0.76%

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

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