HDFC Floating Rate Debt Fund vs Aditya Birla Sun Life Floating Rate Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Fund | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15004 Cr | ₹13142 Cr | ₹13142 Cr |
Min Investment | ₹100 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
Launch Date | 23 Oct 2007 | 30 Mar 2009 | 30 Mar 2009 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 9.03% | 45% | 16% |
Expense Ratio | 0.49 | 0.44 | 0.44 |
Manager | Vikash Agarwal | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF179K01707 | INF209K01MG9 | INF209K01MG9 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.71% | 0.68% | 0.68% |
6 Month | 3.83% | 3.74% | 3.74% |
1 Year | 8.45% | 7.99% | 7.99% |
3 Year | 6.97% | 6.85% | 6.85% |
5 Year | 6.72% | 6.4% | 6.4% |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 7.93% | 7.64% | 7.64% |
3 Year | 7.74% | 7.46% | 7.46% |
5 Year | 6.91% | 6.67% | 6.67% |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.3% | 8.44% | 8.44% |
3 Year | 7.75% | 8.13% | 8.13% |
5 Year | 8.08% | 8.39% | 8.39% |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.84% | 0.7% | 0.7% |
Sharp | 0.63% | 0.61% | 0.61% |
Beta | 1.37% | 1.39% | 1.39% |
Alpha | 3.28% | 3.21% | 3.21% |
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Fund Managers
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Name | Vikash Agarwal | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹47980 Cr | ₹361932 Cr | ₹361932 Cr |
Fund Manage | 11 | 55 | 55 |
HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100.24 | 100.79 | 100.79 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100.24 | 100.79 | 100.79 |
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