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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
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) | ₹2993 Cr | ₹793 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 2019 | 27 Oct 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.38% | 0.12% |
| 6 Month | 3.1% | 2.25% |
| 1 Year | 8.16% | 6.93% |
| 3 Year | 7.85% | 7.55% |
| 5 Year | 6.23% | 6.15% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.06% |
| 1 Year | 7.51% | 5.85% |
| 3 Year | 8.07% | 7.37% |
| 5 Year | 7.3% | 6.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.39% | 7.39% |
| 3 Year | 6.15% | 6.52% |
| 5 Year | 6.65% | 6.25% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.64% |
| Sharp | 1.60% | 1.48% |
| Beta | 6.32% | 5.25% |
| Alpha | -0.57% | -0.50% |
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 |
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