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Kotak Floating Rate Fund vs Tata Floating Rate Fund compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
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 Risk | 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 | 0.64% | 0.49% |
| 6 Month | 3.82% | 3.66% |
| 1 Year | 8.33% | 7.6% |
| 3 Year | 6.46% | 6.49% |
| 5 Year | 6.68% | - |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.94% | 7.32% |
| 3 Year | 7.5% | 7.08% |
| 5 Year | 6.68% | - |
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 | 1.003% | 0.576% |
| Sharp | -0.031% | 0.179% |
| Beta | 6.803% | 2.107% |
| Alpha | -1.349% | -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 |
| Fund Manage | 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 | 30.11 |
| Construction | - | 6.18 |
| Financial | - | 63.71 |
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