Kotak Floating Rate Fund vs Axis Floater 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 Moderate
Asset Size (Cr) ₹3792 Cr ₹256 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 May 2019 26 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 0.62 0.54
Manager Deepak Agrawal Hardik Shah
ISIN Code INF174KA1DY6 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.78% 1.03%
6 Month 4.34% 4.91%
1 Year 7.82% 9.2%
3 Year 5.77% 6.41%
5 Year 6.65% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.38% 3.99%
3 Year 9.74% 10.36%
5 Year 16.5% 10.36%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 5.91% 5.49%
3 Year 13.4% 10.99%
5 Year 16.97% 10.99%

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 100.15 100.01

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 1.34 0.47
Financial 26.84 -
Construction 4.34 3.95
Services 1.79 -

Top Comparisons

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.39%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns14.06%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns14.23%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns13.87%

Compare Now

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns8.84%

VS

Franklin India Debt Hybrid Fund - Growth Franklin India Debt Hybrid Fund - Growth

3Y Returns8.84%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now
Request call back
Add to Cart Successfully