Axis Floater Fund vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15507 Cr | ₹128 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 29 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt |
| Turn Over | 9.03% | 119% |
| Expense Ratio | 0.49 | 0.53 |
| Manager | Vikash Agarwal | Hardik Shah |
| ISIN Code | INF179K01707 | INF846K012B8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.58% | 0.53% |
| 6 Month | 3.52% | 1.63% |
| 1 Year | 8.06% | 7.77% |
| 3 Year | 7.96% | 8.19% |
| 5 Year | 6.58% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.95% | 0.61% |
| 1 Year | 6.42% | 5.49% |
| 3 Year | 7.69% | 7.79% |
| 5 Year | 7.16% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.32% | 7.15% |
| 3 Year | 7.76% | 7.11% |
| 5 Year | 8.04% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.62% | 2.24% |
| Sharp | 1.74% | 0.56% |
| Beta | 5.56% | 13.92% |
| Alpha | -0.39% | -2.45% |
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikash Agarwal | Hardik Shah |
| Total AUM | ₹47980 Cr | ₹0 Cr |
| Funds Managed | 11 | 12 |
| HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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