Axis Floater Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹343 Cr | ₹128 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Apr 2001 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Low Duration Debt |
Turn Over | 72.19% | 119% |
Expense Ratio | 0.98 | 0.53 |
Manager | Sandeep Manam | Hardik Shah |
ISIN Code | INF090I01LM7 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.75% | 1.07% |
6 Month | 3.49% | 2.68% |
1 Year | 8.08% | 7.62% |
3 Year | 7.88% | 8.37% |
5 Year | 6.14% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.32% | 1.23% |
1 Year | 7.63% | 7.49% |
3 Year | 8.07% | 8.43% |
5 Year | 7.2% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.25% | 7.15% |
3 Year | 6.09% | 7.11% |
5 Year | 5.67% | - |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.8% | 2.24% |
Sharp | 0.14% | 0.56% |
Beta | 1.48% | 13.92% |
Alpha | 3.07% | -2.45% |
Fund Managers
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Hardik Shah |
Total AUM | ₹74256 Cr | ₹0 Cr |
Funds Managed | 20 | 12 |
Franklin India Floating Rate Fund - Growth Plan | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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