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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) | ₹2993 Cr | ₹1462 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 14 May 2019 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.36% | 0.27% |
| 6 Month | 3.11% | 2.55% |
| 1 Year | 8.17% | 6.99% |
| 3 Year | 7.85% | 6.94% |
| 5 Year | 6.23% | 5.52% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.53% | 1.34% |
| 1 Year | 7.51% | 6.34% |
| 3 Year | 8.07% | 6.91% |
| 5 Year | 7.3% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.37% | 6.77% |
| 3 Year | 6.14% | 5.26% |
| 5 Year | 6.65% | 5.63% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.68% | 0.59% |
| Sharp | 1.60% | 0.49% |
| Beta | 6.32% | 4.89% |
| Alpha | -0.57% | -1.02% |
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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