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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) ₹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 0.86% 0.86%
6 Month 3.92% 3.57%
1 Year 8.46% 7.1%
3 Year 6.68% 6.29%
5 Year 6.77% 5.69%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month 2.31% 2.18%
1 Year 8.27% 7.33%
3 Year 7.79% 6.96%
5 Year 6.8% 6.03%

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%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

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