Kotak Floating Rate Fund vs Axis Floater Fund
Kotak Floating Rate Fund (Direct) and Axis Floater Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Floater Fund schemes — see the best floater mutual funds for the full ranking.
Head to head
NAVs as of 25 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Aug 2021 – 25 Aug 2026, limited by Axis Floater Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Kotak Floating Rate Fund | Axis Floater Fund |
|---|---|---|
| 02 Aug 2021 | ₹100.00 | ₹100.00 |
| 03 Jan 2022 | ₹101.90 | ₹101.43 |
| 06 Jun 2022 | ₹102.20 | ₹102.95 |
| 07 Nov 2022 | ₹104.81 | ₹105.01 |
| 10 Apr 2023 | ₹108.06 | ₹108.89 |
| 11 Sep 2023 | ₹111.68 | ₹111.87 |
| 13 Feb 2024 | ₹114.88 | ₹116.01 |
| 16 Jul 2024 | ₹119.15 | ₹120.68 |
| 17 Dec 2024 | ₹123.56 | ₹125.56 |
| 20 May 2025 | ₹129.20 | ₹132.79 |
| 21 Oct 2025 | ₹132.95 | ₹134.64 |
| 24 Mar 2026 | ₹135.63 | ₹136.24 |
| 25 Aug 2026 | ₹139.45 | ₹142.57 |
| Metric | Kotak Mahindra · Direct NAV ₹1,662.96 Moderate risk ★★★☆☆ | Axis · Direct NAV ₹1,426.95 Moderate risk ★★★★☆ | Category median Floater Fund · 9 funds |
|---|---|---|---|
| +6.08% | +8.09%Best in row | +6.67% | |
| +7.81% | +8.49%Best in row | +7.69% | |
| +6.75% | +7.27%Best in row | +6.77% | |
| +7.23% | +7.26% | +7.26% | |
| +7.45% | +8.05%Best in row | — | |
| +6.90% | +8.04%Best in row | +7.65% | |
| +7.02% | +7.27%Best in row | +7.27% | |
| Risk | |||
| 0.76%Best in row | 2.10% | 0.80% | |
| 1.71Best in row | 0.95 | 1.45 | |
| 2.72Best in row | 1.38 | 2.25 | |
| -2.03% | -1.26%Best in row | -1.33% | |
| 0.24% | 0.23% | 0.27% | |
| ₹3,275Cr | ₹145.64Cr | ₹3,275Cr | |
| ₹100 | ₹1.00K | — | |
| ₹100 | ₹500 | — | |
| Deepak Agrawal | Aditya Pagaria | — | |
| 16 May 2019 | 02 Aug 2021 | — | |
| 4.7% | 5.5% | — | |
12 rows carry the same value for every fund — show
- 10Y return (CAGR)
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- 10Y rolling avg
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- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Exit load
- None
- Lock-in
- None
- Portfolio turnover
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- Holdings
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- Top 10 weight
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Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Kotak Floating Rate Fund or Axis Floater Fund?
Over the last 3 years, Axis Floater Fund returned +8.49% CAGR against Kotak Floating Rate Fund's +7.81%, computed from AMFI NAV history. Over 5 years: Kotak Floating Rate Fund +6.75% vs Axis Floater Fund +7.27% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Kotak Floating Rate Fund or Axis Floater Fund?
Axis Floater Fund has the lower expense ratio: Kotak Floating Rate Fund charges 0.24% a year against Axis Floater Fund's 0.23%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Kotak Floating Rate Fund or Axis Floater Fund?
Axis Floater Fund has shown higher volatility (+2.10% annualized vs Kotak Floating Rate Fund's +0.76%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Kotak Floating Rate Fund -0.46% vs Axis Floater Fund -1.26%.
Which fund manages more money — Kotak Floating Rate Fund or Axis Floater Fund?
Kotak Floating Rate Fund is the larger fund: Kotak Floating Rate Fund manages ₹3,275Cr against Axis Floater Fund's ₹145.64Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Kotak Floating Rate Fund and Axis Floater Fund in the same category?
Yes — both are Floater Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.