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Axis Floater Fund vs SBI Floating Rate Debt Fund compare

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tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Fund SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹947 Cr ₹158 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 72% 119%
Expense Ratio 0.42 0.53
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1R15 INF846K012B8
Exits Load SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.5% 0.41%
6 Month 4.5% 4.82%
1 Year 8.24% 9.4%
3 Year 7.69% 8.11%
5 Year - -

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
6 Month 2.05% 1.94%
1 Year 8.48% 9%
3 Year 8.24% 8.98%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.57% 6.96%
3 Year 6.18% 6.95%
5 Year - -

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.67% 2.12%
Sharp 1.50% 0.71%
Beta 4.45% 10.60%
Alpha -0.19% -1.31%

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Fund Managers

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Funds Managed 43 12
SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

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