- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Floating Rate Fund vs Tata Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹3253 Cr | ₹129 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 2019 | 07 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Short-Term Bond Index |
| Turn Over | 34% | 26.23% |
| Expense Ratio | 0.63 | 0.73 |
| Manager | Deepak Agrawal | Akhil Mittal |
| ISIN Code | INF174KA1DY6 | INF277KA1091 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.52% | 0.4% |
| 6 Month | 5.01% | 4.85% |
| 1 Year | 9.37% | 8.9% |
| 3 Year | 7.86% | 7.46% |
| 5 Year | 6.41% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.57% | 2.36% |
| 1 Year | 9.67% | 9.21% |
| 3 Year | 8.53% | 8.09% |
| 5 Year | 7.3% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.21% | 6.86% |
| 3 Year | 6% | 6.35% |
| 5 Year | 6.74% | - |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.86% |
| Sharp | 1.59% | 0.84% |
| Beta | 5.29% | 3.96% |
| Alpha | -0.28% | -0.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Deepak Agrawal | Akhil Mittal |
| Total AUM | ₹150749 Cr | ₹4981 Cr |
| Funds Managed | 14 | 4 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.89%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.06%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.83%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns21.09%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.94%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.77%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.95%
