Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Floating Rate Debt 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 HDFC Floating Rate Debt Fund - Growth Option

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 HDFC Floating Rate Debt Fund - Growth Option
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Risk Low to Moderate Risk
Asset Size (Cr) ₹3275 Cr ₹15085 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 May 2019 23 Oct 2007
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index NIFTY Low Duration Debt Index
Turn Over 34% 9.03%
Expense Ratio 0.63 0.49
Manager Deepak Agrawal Vikash Agarwal
ISIN Code INF174KA1DY6 INF179K01707
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
1 Month 0.64% 0.63%
6 Month 3.82% 3.71%
1 Year 8.33% 8.33%
3 Year 6.46% 7.02%
5 Year 6.68% 6.71%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
6 Month - -
1 Year 7.94% 7.85%
3 Year 7.5% 7.74%
5 Year 6.68% 6.92%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
1 Year 7.07% 8.3%
3 Year 5.91% 7.75%
5 Year 6.67% 8.08%

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option
Standard Deviation 1.003% 0.8%
Sharp -0.031% 0.712%
Beta 6.803% 4.64%
Alpha -1.349% -0.438%

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 HDFC Floating Rate Debt Fund - Growth Option
Name Deepak Agrawal Vikash Agarwal
Total AUM ₹150749 Cr ₹47980 Cr
Fund Manage 14 11
Kotak Floating Rate Fund-Regular Plan-Growth Option HDFC Floating Rate Debt Fund - Growth Option

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

HDFC Floating Rate Debt Fund - Growth Option

Others 100 100.24

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

HDFC Floating Rate Debt Fund - Growth Option

Others 100 100.24

Top Comparisons

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns6%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns12%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns12.74%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.47%

VS

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.38%

Compare Now

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns15.41%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns18.37%

Compare Now
Add to Cart Successfully