Tata Floating Rate Fund vs Kotak 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) | ₹3275 Cr | ₹146 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 | 1.34% | 1.37% |
6 Month | 4.53% | 4.71% |
1 Year | 9.12% | 9.08% |
3 Year | 7.14% | 7.19% |
5 Year | 7.22% | - |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.73% | 3.03% |
1 Year | 9.64% | 10.08% |
3 Year | 8.32% | 8.15% |
5 Year | 7.09% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.07% | 6.73% |
3 Year | 5.91% | 6.12% |
5 Year | 6.67% | - |
Risk Management
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.996% | 0.576% |
Sharp | 0.013% | 0.179% |
Beta | 6.785% | 2.107% |
Alpha | -1.34% | -0.331% |
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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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