UTI vs Kotak Floating Rate Fund 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) | ₹3253 Cr | ₹1031 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 | 0.51% | 0.37% |
6 Month | 5.01% | 4.32% |
1 Year | 9.39% | 7.84% |
3 Year | 7.9% | 6.96% |
5 Year | 6.6% | 5.49% |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.56% | 2.05% |
1 Year | 9.55% | 8.04% |
3 Year | 8.48% | 7.34% |
5 Year | 7.26% | 6.37% |
Rolling Lumpsum Returns
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.21% | 6.72% |
3 Year | 6% | 5.08% |
5 Year | 6.74% | 5.72% |
Risk Management
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.75% | 0.55% |
Sharp | 1.35% | 0.40% |
Beta | 5.97% | 4.95% |
Alpha | -0.53% | -1.04% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.93%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns9.01%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.65%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns13.35%
SBI Gold Fund Regular Plan - Growth
3Y Returns21.93%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns21.87%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.84%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.48%