Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Floating Rate Fund vs HDFC Floating Rate Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

Invest Now

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 HDFC Floating Rate Debt Fund - Growth Option
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹2993 Cr ₹15773 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 May 2019 23 Oct 2007
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index NIFTY Low Duration Debt Index
Turn Over 34% 9.03%
Expense Ratio 0.63 0.49
Manager Deepak Agrawal Vikash Agarwal
ISIN Code INF174KA1DY6 INF179K01707
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
1 Month 0.42% 0.34%
6 Month 3.2% 3.01%
1 Year 8.31% 7.94%
3 Year 7.86% 7.93%
5 Year 6.24% 6.49%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
6 Month 1.53% 1.45%
1 Year 7.51% 7.05%
3 Year 8.07% 7.9%
5 Year 7.3% 7.36%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
1 Year 7.37% 8.31%
3 Year 6.14% 7.78%
5 Year 6.65% 8.01%

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
Standard Deviation 0.68% 0.61%
Sharp 1.60% 1.94%
Beta 6.32% 5.53%
Alpha -0.57% -0.28%

Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
Name Deepak Agrawal Vikash Agarwal
Total AUM ₹150749 Cr ₹47980 Cr
Funds Managed 14 11
Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

HDFC Floating Rate Debt Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

HDFC Floating Rate Debt Fund - Growth Option

Others 100 100

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns23.53%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns14.66%

Compare Now

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.19%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns7.02%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns7.03%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns7.17%

Compare Now

HDFC Mid-Cap Fund - Growth Plan HDFC Mid-Cap Fund - Growth Plan

3Y Returns24.56%

VS

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns20.19%

Compare Now
Add to Cart Successfully