Franklin India Floating Rate Fund vs Tata Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Fund | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹288 Cr | ₹146 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Apr 2001 | 07 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Short-Term Bond Index |
Turn Over | 72.19% | 26.23% |
Expense Ratio | 0.96 | 0.73 |
Manager | Sandeep Manam | Akhil Mittal |
ISIN Code | INF090I01LM7 | INF277KA1091 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.68% | 0.58% |
6 Month | 5.15% | 4.58% |
1 Year | 9.44% | 8.91% |
3 Year | 7.93% | 7.42% |
5 Year | 6.28% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.77% | 2.6% |
1 Year | 9.85% | 9.4% |
3 Year | 8.6% | 8.08% |
5 Year | 7.28% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.24% | 6.86% |
3 Year | 6.08% | 6.35% |
5 Year | 5.66% | - |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.8% | 0.576% |
Sharp | 0.14% | 0.179% |
Beta | 1.48% | 2.107% |
Alpha | 3.07% | -0.331% |
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Fund Managers
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Name | Sandeep Manam | Akhil Mittal |
Total AUM | ₹74256 Cr | ₹4981 Cr |
Funds Managed | 20 | 4 |
Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 99.97 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 99.97 | 100 |
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