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Compare Kotak Floating Rate Fund vs HDFC Floating Rate Debt Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Moderate |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 0.63 | 0.49 |
NAV | ₹1521.06 | ₹50.25 |
Fund Started | 09 May 2019 | 23 Oct 2007 |
Fund Size | ₹3228.67 Cr | ₹15321.94 Cr |
Exit Load | - | - |
Risk
Moderate
Moderate
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.63
0.49
NAV
₹1521.06
₹50.25
Fund Started
09 May 2019
23 Oct 2007
Fund Size
₹3228.67 Cr
₹15321.94 Cr
Exit Load
-
-
Returns
1 Year | 9.37% | 8.99% |
3 Year | 7.86% | 8.12% |
5 Year | 6.41% | 6.66% |
1 Year
9.37%
8.99%
3 Year
7.86%
8.12%
5 Year
6.41%
6.66%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 1.54% | 3.66% |
Equity
0.00%
0.00%
Cash
1.54%
3.66%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Vikash Agarwal |
Start Date | 03 Jul 2023 | 02 Dec 2022 |
Name
Palha Khanna
Vikash Agarwal
Start Date
03 Jul 2023
02 Dec 2022
About Fund
Description | The scheme seeks to generate income through investment primarily in floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns and money market instruments. | The scheme seeks to generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt, fixed rate debt instruments swapped for floating rate returns and money market instruments. |
Launch Date | 09 May 2019 | 23 Oct 2007 |
Description
The scheme seeks to generate income through investment primarily in floating rate debt instruments, fixed rate debt instruments swapped for floating rate returns and money market instruments.
The scheme seeks to generate income / capital appreciation through investment in a portfolio comprising substantially of floating rate debt, fixed rate debt instruments swapped for floating rate returns and money market instruments.
Launch Date
09 May 2019
23 Oct 2007