Kotak Floating Rate Fund vs UTI compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹3275 Cr | ₹1418 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 14 May 2019 | 30 Oct 2018 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt |
Turn Over | 34% | 13% |
Expense Ratio | 0.63 | 0.8 |
Manager | Deepak Agrawal | Sudhir Agrawal |
ISIN Code | INF174KA1DY6 | INF789F1ACO4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.92% | 0.8% |
6 Month | 4.67% | 4.31% |
1 Year | 9.45% | 7.87% |
3 Year | 7.67% | 6.85% |
5 Year | 7.04% | 5.71% |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.83% | 2.49% |
1 Year | 9.94% | 8.65% |
3 Year | 8.48% | 7.45% |
5 Year | 7.22% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.07% | 6.66% |
3 Year | 5.91% | 5.02% |
5 Year | 6.67% | 5.73% |
Risk Management
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.996% | 0.515% |
Sharp | 0.013% | -1% |
Beta | 6.785% | 3.593% |
Alpha | -1.34% | -1.074% |
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Fund Managers
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Sudhir Agrawal |
Total AUM | ₹150749 Cr | ₹7736 Cr |
Funds Managed | 14 | 6 |
Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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