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 SBI Floating Rate Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

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 SBI Floating Rate Debt Fund - Regular Plan - Growth
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3143 Cr ₹947 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 May 2019 27 Oct 2020
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index NIFTY Short Duration Index
Turn Over 34% 72%
Expense Ratio 0.63 0.42
Manager Deepak Agrawal Pradeep Kesavan
ISIN Code INF174KA1DY6 INF200KA1R15
Exits Load Data not available./365 SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Month 0.63% 0.47%
6 Month 5.11% 4.52%
1 Year 9.06% 8.23%
3 Year 7.88% 7.69%
5 Year 6.4% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month 2.39% 2.05%
1 Year 9.51% 8.48%
3 Year 8.53% 8.24%
5 Year 7.33% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Year 7.28% 7.43%
3 Year 6.08% 6.27%
5 Year 6.72% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
Standard Deviation 0.68% 0.67%
Sharp 1.59% 1.50%
Beta 5.29% 4.45%
Alpha -0.28% -0.19%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
Name Deepak Agrawal Pradeep Kesavan
Total AUM ₹150749 Cr ₹434274 Cr
Funds Managed 14 43
Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns14.09%

VS

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns19.74%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns24.43%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns27.24%

Compare Now

SBI NIFTY Index Fund - Regular Plan - Growth SBI NIFTY Index Fund - Regular Plan - Growth

3Y Returns13.68%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.54%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns7.83%

VS

Nippon India Medium Duration Fund - Growth Option Nippon India Medium Duration Fund - Growth Option

3Y Returns8.31%

Compare Now
Add to Cart Successfully