Tata Floating Rate 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 Tata Floating Rate 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 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) ₹3702 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 0.49% 0.72%
6 Month 4.43% 4.1%
1 Year 8.39% 7.84%
3 Year 6.19% 6.32%
5 Year 6.82% -

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 8.24% 7.79%
3 Year 7.39% 7.1%
5 Year 6.65% -

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 6.97% 6.63%
3 Year 5.81% 5.86%
5 Year 6.63% -

Risk Management

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 1.07% 0.66%
Sharp 0.02% -
Beta 1.73% -
Alpha 3.48% -

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 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

Top Comparisons

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns19.73%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns18.63%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns19.19%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns22.5%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

Compare Now
Request call back
Add to Cart Successfully