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Kotak Floating Rate Fund vs HDFC Floating Rate Debt Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
HDFC Floating Rate Debt Fund - Growth Option
Chart Comparison
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) | ₹3275 Cr | ₹15085 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 May 2019 | 23 Oct 2007 |
| Category | Floater | Floater |
| 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 | 0.92% | 0.81% |
| 6 Month | 4.67% | 4.62% |
| 1 Year | 9.45% | 9.16% |
| 3 Year | 7.67% | 7.89% |
| 5 Year | 7.04% | 6.98% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 2.83% | 2.71% |
| 1 Year | 9.94% | 9.61% |
| 3 Year | 8.48% | 8.54% |
| 5 Year | 7.22% | 7.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 8.3% |
| 3 Year | 5.91% | 7.75% |
| 5 Year | 6.67% | 8.08% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.996% | 0.746% |
| Sharp | 0.013% | 0.895% |
| Beta | 6.785% | 4.767% |
| Alpha | -1.34% | -0.378% |
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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 |
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