HDFC Floating Rate Debt Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
HDFC Floating Rate Debt Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Fund | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹327 Cr | ₹15549 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 23 Apr 2001 | 23 Oct 2007 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | NIFTY Low Duration Debt Index |
| Turn Over | 72.19% | 9.03% |
| Expense Ratio | 0.98 | 0.49 |
| Manager | Sandeep Manam | Vikash Agarwal |
| ISIN Code | INF090I01LM7 | INF179K01707 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 0.59% |
| 6 Month | 2.89% | 3.41% |
| 1 Year | 7.9% | 8% |
| 3 Year | 7.85% | 7.97% |
| 5 Year | 6.16% | 6.57% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.63% |
| 1 Year | 7.25% | 7.66% |
| 3 Year | 7.94% | 8.08% |
| 5 Year | 7.19% | 7.42% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| 1 Year | 6.27% | 8.32% |
| 3 Year | 6.07% | 7.77% |
| 5 Year | 5.69% | 8.01% |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.8% | 0.61% |
| Sharp | 0.14% | 1.89% |
| Beta | 1.48% | 5.29% |
| Alpha | 3.07% | -0.26% |
Fund Managers
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Vikash Agarwal |
| Total AUM | ₹74256 Cr | ₹47980 Cr |
| Funds Managed | 20 | 11 |
| Franklin India Floating Rate Fund - Growth Plan | HDFC Floating Rate Debt Fund - Growth Option |
Market Cap
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
HDFC Floating Rate Debt Fund - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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