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 ₹4086 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 0.68% 0.73%
6 Month 4.39% 4.64%
1 Year 8.31% 8.37%
3 Year 6.35% 6.15%
5 Year 5.8% 6.81%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Kotak Floating Rate Fund-Regular Plan-Growth Option
6 Month - -
1 Year 8.33% 8.71%
3 Year 7.45% 7.39%
5 Year 6.37% 6.68%

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 100 100.15

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Kotak Floating Rate Fund-Regular Plan-Growth Option

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

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