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) | ₹2993 Cr | ₹8388 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 2019 | 02 Sep 2004 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.35% | 0.14% |
| 6 Month | 3.12% | 2.73% |
| 1 Year | 8.17% | 7.93% |
| 3 Year | 7.86% | 7.74% |
| 5 Year | 6.23% | 6.16% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.47% | 1.23% |
| 1 Year | 7.24% | 6.64% |
| 3 Year | 8% | 7.79% |
| 5 Year | 7.28% | 7.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 8% |
| 3 Year | 6.15% | 7.65% |
| 5 Year | 6.65% | 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 | 1.60% | 0.05% |
| Beta | 6.32% | 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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