- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Floating Rate Fund vs UTI compare
Kotak Floating Rate Fund-Regular Plan-Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3275 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 | 0.46% | 0.44% |
| 6 Month | 3.74% | 3.27% |
| 1 Year | 8.16% | 6.73% |
| 3 Year | 6.64% | 6.17% |
| 5 Year | 6.79% | 5.68% |
SIP Return Analysis
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.65% | 1.49% |
| 1 Year | 7.66% | 6.54% |
| 3 Year | 7.55% | 6.68% |
| 5 Year | 6.66% | 5.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 6.66% |
| 3 Year | 5.91% | 5.02% |
| 5 Year | 6.67% | 5.73% |
Risk Management
| Scheme Name | Kotak Floating Rate Fund-Regular Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.996% | 0.515% |
| Sharp | 0.013% | -1% |
| Beta | 6.785% | 3.593% |
| Alpha | -1.34% | -1.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 99.99999 | 100.00001 |
Sector Allocation
| Scheme Name |
Kotak Floating Rate Fund-Regular Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 99.99999 | 100.00001 |
Top Comparisons
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.63%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.62%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns6.21%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns6.17%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns10.07%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns14.27%
Franklin India Pension Plan-Growth
3Y Returns9.49%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
