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Kotak Floating Rate Fund vs Tata Floating Rate Fund compare

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

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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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 Tata Floating Rate Fund-Regular Plan-Growth
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹3275 Cr ₹146 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 May 2019 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Short-Term Bond Index
Turn Over 34% 26.23%
Expense Ratio 0.63 0.73
Manager Deepak Agrawal Akhil Mittal
ISIN Code INF174KA1DY6 INF277KA1091
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.86% 1.38%
6 Month 3.92% 4.03%
1 Year 8.46% 8.19%
3 Year 6.68% 6.84%
5 Year 6.77% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month 2.31% 2.48%
1 Year 8.27% 8.44%
3 Year 7.79% 7.58%
5 Year 6.8% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 7.07% 6.73%
3 Year 5.91% 6.12%
5 Year 6.67% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.996% 0.576%
Sharp 0.013% 0.179%
Beta 6.785% 2.107%
Alpha -1.34% -0.331%

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Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Name Deepak Agrawal Akhil Mittal
Total AUM ₹150749 Cr ₹4981 Cr
Funds Managed 14 4
Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

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