HDFC Floating Rate Debt Fund vs Axis Floater Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15754 Cr | ₹128 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt |
Turn Over | 9.03% | 119% |
Expense Ratio | 0.49 | 0.53 |
Manager | Vikash Agarwal | Hardik Shah |
ISIN Code | INF179K01707 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.39% | 0.32% |
6 Month | 4.38% | 4.07% |
1 Year | 8.11% | 7.02% |
3 Year | 7.84% | 7.95% |
5 Year | 6.64% | - |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.49% | 0.52% |
1 Year | 7.72% | 6.46% |
3 Year | 8.09% | 8.12% |
5 Year | 7.32% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.32% | 7.05% |
3 Year | 7.75% | 7.04% |
5 Year | 8.05% | - |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.63% | 2.29% |
Sharp | 1.76% | 0.35% |
Beta | 4.83% | 13.31% |
Alpha | -0.20% | -2.75% |
Fund Managers
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Vikash Agarwal | Hardik Shah |
Total AUM | ₹47980 Cr | ₹0 Cr |
Funds Managed | 11 | 12 |
HDFC Floating Rate Debt Fund - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.25%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.86%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.06%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.25%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.75%
HDFC Gilt Fund - Growth Plan
3Y Returns7.13%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns13.53%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.78%