Kotak Floating Rate Fund vs Nippon India Floating Rate Fund compare

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

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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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 Nippon India Floating Rate Fund - Growth Plan-Growth Option
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹4086 Cr ₹7813 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 May 2019 27 Aug 2004
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Short-Term Bond TRI
Turn Over 34% 119%
Expense Ratio 0.62 0.6
Manager Deepak Agrawal Anju Chhajer
ISIN Code INF174KA1DY6 INF204K01CG1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
1 Month 0.73% 0.56%
6 Month 4.64% 4.36%
1 Year 8.37% 8.21%
3 Year 6.15% 6.2%
5 Year 6.81% 6.8%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
6 Month - -
1 Year 8.71% 8.44%
3 Year 7.39% 7.33%
5 Year 6.68% 6.6%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
1 Year 6.97% 7.85%
3 Year 5.81% 7.58%
5 Year 6.63% 7.7%

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
Standard Deviation 1.07% 0.91%
Sharp 0.02% 0.05%
Beta 1.73% 1.78%
Alpha 3.48% 3.61%

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Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option
Name Deepak Agrawal Anju Chhajer
Total AUM ₹150749 Cr ₹71679 Cr
Fund Manage 14 13
Kotak Floating Rate Fund-Regular Plan-Growth Option Nippon India Floating Rate Fund - Growth Plan-Growth Option

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Others 100.15 100.01

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Others 1.34 7.57
Construction 4.34 2.78
Financial 26.84 62.17
Services 1.79 -
Sovereign - 16.96
Automobile - 1.57
Communication - 4.53
Capital Goods - 3.41
Energy - 1.02

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