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NAVs as of 20 Aug 2026

Kotak Floating Rate FundRegularAxis Floater FundRegularDSP Floater FundRegularSBI Floating Rate Debt FundRegular4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 02 Aug 202120 Aug 2026, limited by Axis Floater Fund. Every series is rebased to ₹100 at the start of this window.

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Growth of ₹100, sampled across the common period
DateKotak Floating Rate FundAxis Floater FundDSP Floater FundSBI Floating Rate Debt Fund
02 Aug 2021₹100.00₹100.00₹100.00₹100.00
03 Jan 2022₹101.73₹101.25₹101.84₹101.56
05 Jun 2022₹101.88₹102.56₹101.74₹102.54
06 Nov 2022₹104.20₹104.36₹103.69₹104.67
09 Apr 2023₹107.24₹108.04₹106.94₹107.77
09 Sep 2023₹110.66₹110.98₹110.73₹111.51
10 Feb 2024₹113.65₹114.78₹114.27₹114.80
13 Jul 2024₹117.57₹119.05₹118.56₹118.99
13 Dec 2024₹121.74₹124.08₹123.30₹122.74
16 May 2025₹127.00₹130.87₹128.84₹127.80
17 Oct 2025₹130.65₹132.48₹131.51₹130.66
19 Mar 2026₹133.37₹134.70₹133.78₹134.07
20 Aug 2026₹136.69₹140.06₹137.44₹138.08
Kotak Floating Rate Fund, Axis Floater Fund, DSP Floater Fund, SBI Floating Rate Debt Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Floater Fund median.
Metric
Kotak Mahindra · Regular
NAV ₹1,617.68
Moderate risk
★★★☆☆
Axis · Regular
NAV ₹1,401.74
Moderate risk
★★★★★
DSP · Regular
NAV ₹14.08
Moderate risk
★★★☆☆
SBI · Regular
NAV ₹14.30
Moderate risk
★★★☆☆
Category median
Floater Fund · 11 funds
+5.73%+7.57%Best in row+5.57%+6.40%+5.99%
+7.42%+8.21%Best in row+7.60%+7.57%+7.42%
+6.34%+6.90%Best in row+6.47%+6.58%+6.45%
+6.83%+6.90%+6.46%+6.34%+6.83%
+7.07%+7.74%Best in row+7.17%+7.25%
+6.47%+7.64%Best in row+7.27%+6.83%+7.27%
+6.59%+6.90%Best in row+6.39%+6.35%+6.59%
Risk
0.75%Best in row2.10%1.13%0.92%0.81%
1.22Best in row0.810.981.161.09
1.901.181.461.881.76
-2.05%-1.28%-0.53%-0.58%-1.33%
0.60%0.53%0.57%0.43%Best in row0.60%
₹3,275Cr₹145.64Cr₹331.10Cr₹683.31Cr₹683.31Cr
NoneNoneNone0.10%
₹100₹1.00K₹100₹500
₹100₹500₹100₹5.00K
Deepak AgrawalAditya PagariaShantanu GodambeRajeev Radhakrishnan · 5.9y
16 May 201902 Aug 202122 Mar 202104 Nov 2020
4.7%5.5%1.2%63.9%
11 rows carry the same value for every fund — show
10Y return (CAGR)
10Y rolling avg
Benchmark
Alpha
Beta
Upside capture
Downside capture
Lock-in
None
Portfolio turnover
Holdings
Top 10 weight

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.