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Kotak Floating Rate Fund vs SBI Floating Rate Debt Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹3275 Cr | ₹1259 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 May 2019 | 27 Oct 2020 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | NIFTY Short Duration Index |
| Turn Over | 34% | 72% |
| Expense Ratio | 0.63 | 0.42 |
| Manager | Deepak Agrawal | Pradeep Kesavan |
| ISIN Code | INF174KA1DY6 | INF200KA1R15 |
| Exits Load | Data not available./365 | SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.51% | 1.31% |
| 6 Month | 4.49% | 4.33% |
| 1 Year | 9.22% | 8.95% |
| 3 Year | 7.16% | 7.39% |
| 5 Year | 7.08% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.65% | 2.54% |
| 1 Year | 9.57% | 9.05% |
| 3 Year | 8.28% | 8.26% |
| 5 Year | 7.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.39% |
| 3 Year | 5.91% | 6.02% |
| 5 Year | 6.67% | - |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.996% | 0.797% |
| Sharp | 0.013% | 0.492% |
| Beta | 6.785% | 4.599% |
| Alpha | -1.34% | -0.575% |
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Fund Managers
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Name | Deepak Agrawal | Pradeep Kesavan |
| Total AUM | ₹150749 Cr | ₹434274 Cr |
| Funds Managed | 14 | 43 |
| Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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