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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) | ₹3081 Cr | ₹1542 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 | 0.34% | 0.35% |
| 6 Month | 4.66% | 3.85% |
| 1 Year | 8.57% | 7.25% |
| 3 Year | 7.66% | 6.83% |
| 5 Year | 6.48% | 5.5% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.6% | 1.25% |
| 1 Year | 8.11% | 6.78% |
| 3 Year | 8.18% | 7.02% |
| 5 Year | 7.2% | 6.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.28% | 6.74% |
| 3 Year | 6.08% | 5.16% |
| 5 Year | 6.72% | 5.68% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.72% | 0.62% |
| Sharp | 1.31% | 0.10% |
| Beta | 6.37% | 5.30% |
| Alpha | -0.76% | -1.30% |
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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