Kotak Floating Rate Fund vs Franklin India Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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

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Chart Comparison

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

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
Fund Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹307 Cr ₹3792 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 23 Apr 2001 05 May 2019
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt NIFTY Short Duration Index
Turn Over 72.19% 34%
Expense Ratio 0.95 0.62
Manager Sandeep Manam Deepak Agrawal
ISIN Code INF090I01LM7 INF174KA1DY6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
1 Month 0.65% 0.78%
6 Month 4.53% 4.34%
1 Year 8.15% 7.82%
3 Year 6.01% 5.77%
5 Year 5.81% 6.65%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
6 Month - -
1 Year 3.53% 3.38%
3 Year 10.15% 9.74%
5 Year 15.53% 16.5%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
1 Year 5.01% 5.91%
3 Year 12.43% 13.4%
5 Year 15.99% 16.97%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
Standard Deviation 0.8% 1.07%
Sharp 0.14% 0.02%
Beta 1.48% 1.73%
Alpha 3.07% 3.48%

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Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
Name Sandeep Manam Deepak Agrawal
Total AUM ₹74256 Cr ₹150749 Cr
Fund Manage 20 14
Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Kotak Floating Rate Fund-Regular Plan-Growth Option

Others 100 100.15

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Kotak Floating Rate Fund-Regular Plan-Growth Option

Sovereign 70.3 -
Financial 25.94 26.84
Others 3.76 1.34
Construction - 4.34
Services - 1.79

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