Franklin India Floating Rate Fund vs SBI Floating Rate Debt Fund compare
Franklin India Floating Rate Fund - Growth Plan
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹351 Cr | ₹885 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Apr 2001 | 27 Oct 2020 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index A-II | NIFTY Short Duration Index |
Turn Over | 72.19% | 72% |
Expense Ratio | 0.98 | 0.42 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01LM7 | INF200KA1R15 |
Exits Load | Data not available./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.11% | 0.12% |
6 Month | 4.49% | 3.88% |
1 Year | 7.98% | 7.48% |
3 Year | 7.75% | 7.6% |
5 Year | 6.13% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.15% | 1.23% |
1 Year | 7.45% | 6.98% |
3 Year | 7.99% | 7.79% |
5 Year | 7.1% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.24% | 7.43% |
3 Year | 6.08% | 6.27% |
5 Year | 5.66% | - |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.8% | 0.70% |
Sharp | 0.14% | 1.27% |
Beta | 1.48% | 5.80% |
Alpha | 3.07% | -0.70% |
Fund Managers
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Name | Sandeep Manam | Pradeep Kesavan |
Total AUM | ₹74256 Cr | ₹434274 Cr |
Funds Managed | 20 | 43 |
Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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