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) | ₹305 Cr | ₹136 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Apr 2001 | 07 Jul 2021 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.32% | 0.21% |
| 6 Month | 2.28% | 2.39% |
| 1 Year | 7.73% | 7.1% |
| 3 Year | 7.75% | 7.37% |
| 5 Year | 6.19% | - |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.04% | 1.07% |
| 1 Year | 5.22% | 5.17% |
| 3 Year | 7.32% | 7% |
| 5 Year | 6.97% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.28% | 7.09% |
| 3 Year | 6.08% | 7.06% |
| 5 Year | 5.7% | - |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.8% | 0.66% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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