Kotak Floating Rate Fund vs SBI Floating Rate Debt Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹3792 Cr | ₹1154 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 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 | 0.62 | 0.46 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174KA1DY6 | INF200KA1R15 |
| Exits Load | Nil/365 | Exit load of 0.10%, if redeemed within 3 days./365 |
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.78% | 0.76% |
| 6 Month | 4.34% | 4.5% |
| 1 Year | 7.82% | 8.25% |
| 3 Year | 5.77% | 6.2% |
| 5 Year | 6.65% | - |
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.38% | 3.71% |
| 3 Year | 9.74% | 10.53% |
| 5 Year | 16.5% | 12.28% |
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.91% | 5.06% |
| 3 Year | 13.4% | 12.12% |
| 5 Year | 16.97% | 12.71% |
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.07% | 0.84% |
| Sharp | 0.02% | 0.54% |
| Beta | 1.73% | 1.55% |
| Alpha | 3.48% | 3.56% |
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| 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 |
| Fund Manage | 14 | 43 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100.15 | 100 |
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.34 | 4.46 |
| Financial | 26.84 | 14.38 |
| Construction | 4.34 | 8.98 |
| Services | 1.79 | 1.1 |
| Sovereign | - | 65.97 |
| Communication | - | 5.11 |
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