UTI vs Kotak Floating Rate Fund 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) ₹4086 Cr ₹1382 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 May 2019 05 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 34% 13%
Expense Ratio 0.62 0.84
Manager Deepak Agrawal Sudhir Agrawal
ISIN Code INF174KA1DY6 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.73% 0.5%
6 Month 4.64% 3.51%
1 Year 8.37% 7.07%
3 Year 6.15% 5.64%
5 Year 6.81% 5.56%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.71% 6.96%
3 Year 7.39% 6.53%
5 Year 6.68% 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 100.15 100.02

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 1.34 7.76
Construction 4.34 -
Financial 26.84 88.68
Services 1.79 -
Capital Goods - 3.58

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