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 Moderate Low to Moderate
Asset Size (Cr) ₹304 Cr ₹3702 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 23 Apr 2001 14 May 2019
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II NIFTY Short Duration Index
Turn Over 72.19% 34%
Expense Ratio 0.97 0.63
Manager Sandeep Manam Deepak Agrawal
ISIN Code INF090I01LM7 INF174KA1DY6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
1 Month 0.6% 0.58%
6 Month 3.91% 4.05%
1 Year 8.21% 8.26%
3 Year 6.61% 6.36%
5 Year 5.78% 6.84%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
6 Month - -
1 Year 7.79% 8.02%
3 Year 7.48% 7.42%
5 Year 6.44% 6.65%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
1 Year 6.21% 6.97%
3 Year 6.06% 5.81%
5 Year 5.65% 6.63%

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

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Kotak Floating Rate Fund-Regular Plan-Growth Option

Others 100 100

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