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) | ₹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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