Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Floating Rate Debt Fund vs Kotak Floating Rate Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

Invest Now

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 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 1.27% 1.07%
6 Month 4.28% 3.94%
1 Year 8.76% 8.28%
3 Year 6.81% 7.14%
5 Year 6.88% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month 2.32% 2.19%
1 Year 8.95% 8.37%
3 Year 8.03% 8.02%
5 Year 6.93% -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.62%

VS

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns7.39%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns24.55%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns6.85%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns11.16%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns14.68%

Compare Now

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns12.76%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns8.35%

Compare Now
Add to Cart Successfully