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) ₹3702 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 0.58% 0.61%
6 Month 4.05% 3.36%
1 Year 8.26% 6.99%
3 Year 6.36% 5.89%
5 Year 6.84% 5.64%

SIP Return Analysis

Scheme Name Kotak Floating Rate Fund-Regular Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.02% 6.65%
3 Year 7.42% 6.58%
5 Year 6.65% 5.8%

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%

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 99.98

Sector Allocation

Scheme Name

Kotak Floating Rate Fund-Regular Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 99.98

Top Comparisons

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

DSP Ultra Short Fund - Regular Plan - Growth DSP Ultra Short Fund - Regular Plan - Growth

3Y Returns5.93%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.75%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns23.15%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns18.21%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns17.88%

VS

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns10.08%

Compare Now
Request call back
Add to Cart Successfully