Nippon India Floating Rate Fund vs Kotak Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Nippon India Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹3038 Cr | ₹8293 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 May 2019 | 02 Sep 2004 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Index | CRISIL Short-Term Bond TRI |
Turn Over | 34% | 119% |
Expense Ratio | 0.63 | 0.65 |
Manager | Deepak Agrawal | Anju Chhajer |
ISIN Code | INF174KA1DY6 | INF204K01CG1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.74% | 0.89% |
6 Month | 3.75% | 3.65% |
1 Year | 8.38% | 8.33% |
3 Year | 7.93% | 7.99% |
5 Year | 6.39% | 6.33% |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.64% | 1.61% |
1 Year | 8.16% | 8.2% |
3 Year | 8.24% | 8.23% |
5 Year | 7.3% | 7.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.32% | 7.92% |
3 Year | 6.11% | 7.57% |
5 Year | 6.69% | 7.66% |
Risk Management
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.69% | 0.91% |
Sharp | 1.44% | 0.05% |
Beta | 6.48% | 1.78% |
Alpha | -0.71% | 3.61% |
Fund Managers
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
Name | Deepak Agrawal | Anju Chhajer |
Total AUM | ₹150749 Cr | ₹71679 Cr |
Funds Managed | 14 | 13 |
Kotak Floating Rate Fund-Regular Plan-Growth Option | Nippon India Floater Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
Nippon India Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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