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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) | ₹3143 Cr | ₹121 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 | 0.63% | 0.51% |
| 6 Month | 5.11% | 4.64% |
| 1 Year | 9.06% | 8.68% |
| 3 Year | 7.88% | 7.43% |
| 5 Year | 6.4% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.39% | 2.18% |
| 1 Year | 9.51% | 9.03% |
| 3 Year | 8.53% | 8.09% |
| 5 Year | 7.33% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.28% | 6.95% |
| 3 Year | 6.08% | 6.41% |
| 5 Year | 6.72% | - |
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% |
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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 |
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