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 | 0.86% | 0.75% |
6 Month | 3.92% | 3.62% |
1 Year | 8.46% | 8.04% |
3 Year | 6.68% | 7.03% |
5 Year | 6.77% | - |
SIP Return Analysis
Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.31% | 2.27% |
1 Year | 8.27% | 7.89% |
3 Year | 7.79% | 7.85% |
5 Year | 6.8% | - |
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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