- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
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) | ₹3275 Cr | ₹146 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 | 1.34% | 1.33% |
| 6 Month | 4.51% | 4.67% |
| 1 Year | 9.09% | 9.03% |
| 3 Year | 7.13% | 7.17% |
| 5 Year | 7.17% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.73% | 3.03% |
| 1 Year | 9.64% | 10.08% |
| 3 Year | 8.32% | 8.15% |
| 5 Year | 7.09% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.07% | 6.73% |
| 3 Year | 5.91% | 6.12% |
| 5 Year | 6.67% | - |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.996% | 0.576% |
| Sharp | 0.013% | 0.179% |
| Beta | 6.785% | 2.107% |
| Alpha | -1.34% | -0.331% |
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
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns17.04%
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.64%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns13.96%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns21.39%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns14.56%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns17%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.61%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.54%
