Axis Floater Fund vs Kotak Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Kotak Floating Rate Fund-Regular Plan-Growth Option

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3702 Cr ₹234 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 14 May 2019 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 34% 119%
Expense Ratio 0.63 0.53
Manager Deepak Agrawal Hardik Shah
ISIN Code INF174KA1DY6 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.49% 0.83%
6 Month 4.43% 4.45%
1 Year 8.39% 9.28%
3 Year 6.19% 6.87%
5 Year 6.82% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 8.24% 8.59%
3 Year 7.39% 7.9%
5 Year 6.65% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 6.97% 6.72%
3 Year 5.81% 6.66%
5 Year 6.63% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 1.07% 1.36%
Sharp 0.02% -
Beta 1.73% -
Alpha 3.48% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Name Deepak Agrawal Hardik Shah
Total AUM ₹150749 Cr ₹0 Cr
Fund Manage 14 12
Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100.01

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 0.47
Construction - 3.95

Top Comparisons

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.31%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.77%

Compare Now

Franklin India Bluechip Fund-Growth Franklin India Bluechip Fund-Growth

3Y Returns12.3%

VS

Mahindra Manulife Large Cap Fund - Regular Plan - Growth Mahindra Manulife Large Cap Fund - Regular Plan - Growth

3Y Returns12.51%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns24.89%

VS

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns19.46%

Compare Now
Request call back
Add to Cart Successfully