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Franklin India Floating Rate Fund vs Tata Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon Tata Floating Rate 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 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) ₹351 Cr ₹138 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 0.98 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 0.18% 0.22%
6 Month 4.46% 4.21%
1 Year 8% 7.76%
3 Year 7.73% 7.17%
5 Year 6.13% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
6 Month 1.15% 1.01%
1 Year 7.45% 6.84%
3 Year 7.99% 7.45%
5 Year 7.1% -

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Year 6.24% 6.95%
3 Year 6.08% 6.41%
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% 1.00%
Sharp 0.14% 0.38%
Beta 1.48% 4.89%
Alpha 3.07% -0.94%

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 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

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