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) | ₹15297 Cr | ₹160 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 | 0.61% | 0.66% |
6 Month | 4.84% | 5.89% |
1 Year | 8.94% | 9.9% |
3 Year | 8.13% | 8.32% |
5 Year | 6.66% | - |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.28% | 2.18% |
1 Year | 9.11% | 9.63% |
3 Year | 8.5% | 9.15% |
5 Year | 7.48% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.31% | 6.96% |
3 Year | 7.74% | 6.95% |
5 Year | 8.06% | - |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.59% | 2.12% |
Sharp | 2.12% | 0.71% |
Beta | 4.38% | 10.60% |
Alpha | 0.16% | -1.31% |
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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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