UTI vs Kotak Floating Rate Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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 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) ₹3792 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 0.78% 0.58%
6 Month 4.34% 3.35%
1 Year 7.82% 6.86%
3 Year 5.77% 5.29%
5 Year 6.65% 5.55%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.38% 3.1%
3 Year 9.74% 9.17%
5 Year 16.5% 14.47%

Rolling Lumpsum Returns

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 5.91% 4.91%
3 Year 13.4% 11.65%
5 Year 16.97% 14.83%

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%

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 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

Top Comparisons

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns13.87%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns16.89%

Compare Now

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.58%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.53%

Compare Now

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.64%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now

PGIM India Hybrid Equity Fund - Growth Option PGIM India Hybrid Equity Fund - Growth Option

3Y Returns10.02%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns14.18%

Compare Now
Request call back
Add to Cart Successfully