Kotak Floating Rate Fund vs UTI compare

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

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tortoise-icon UTI - Floater Fund - Regular 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 UTI - Floater Fund - Regular Plan - Growth Option
Fund Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹3702 Cr ₹1418 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 14 May 2019 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 34% 13%
Expense Ratio 0.63 0.8
Manager Deepak Agrawal Sudhir Agrawal
ISIN Code INF174KA1DY6 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.45% 0.49%
6 Month 4.23% 3.32%
1 Year 8.32% 7.02%
3 Year 6.26% 5.82%
5 Year 6.82% 5.61%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.24% 6.66%
3 Year 7.39% 6.52%
5 Year 6.65% 5.76%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.97% 6.43%
3 Year 5.81% 4.91%
5 Year 6.63% 5.75%

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 1.07% 0.68%
Sharp 0.02% -0.43%
Beta 1.73% 1.33%
Alpha 3.48% 2.38%

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Fund Managers

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Name Deepak Agrawal Sudhir Agrawal
Total AUM ₹150749 Cr ₹7736 Cr
Fund Manage 14 6
Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 7.76
Financial - 88.68
Capital Goods - 3.58

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