Kotak Floating Rate Fund vs Nippon India Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Nippon India Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹2989 Cr | ₹8259 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 2019 | 02 Sep 2004 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Short-Term Bond TRI |
| Turn Over | 34% | 119% |
| Expense Ratio | 0.63 | 0.65 |
| Manager | Deepak Agrawal | Anju Chhajer |
| ISIN Code | INF174KA1DY6 | INF204K01CG1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.56% | 0.75% |
| 6 Month | 3.67% | 3.5% |
| 1 Year | 8.31% | 8.33% |
| 3 Year | 7.89% | 7.94% |
| 5 Year | 6.34% | 6.29% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.99% | 0.9% |
| 1 Year | 6.75% | 6.49% |
| 3 Year | 7.79% | 7.69% |
| 5 Year | 7.05% | 6.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.32% | 7.92% |
| 3 Year | 6.11% | 7.57% |
| 5 Year | 6.69% | 7.66% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.68% | 0.91% |
| Sharp | 1.59% | 0.05% |
| Beta | 6.20% | 1.78% |
| Alpha | -0.57% | 3.61% |
Fund Managers
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Deepak Agrawal | Anju Chhajer |
| Total AUM | ₹150749 Cr | ₹71679 Cr |
| Funds Managed | 14 | 13 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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