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HDFC Floating Rate Debt Fund vs SBI Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15507 Cr | ₹812 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 27 Oct 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | NIFTY Short Duration Index |
| Turn Over | 9.03% | 72% |
| Expense Ratio | 0.49 | 0.42 |
| Manager | Vikash Agarwal | Pradeep Kesavan |
| ISIN Code | INF179K01707 | INF200KA1R15 |
| Exits Load | Data not available./365 | SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.61% | 0.23% |
| 6 Month | 3.57% | 3.09% |
| 1 Year | 8.07% | 7.3% |
| 3 Year | 7.98% | 7.76% |
| 5 Year | 6.58% | 6.25% |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.55% | 1.08% |
| 1 Year | 7.64% | 6.41% |
| 3 Year | 8.09% | 7.58% |
| 5 Year | 7.41% | 7.01% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.32% | 7.49% |
| 3 Year | 7.76% | 6.31% |
| 5 Year | 8.04% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.61% | 0.63% |
| Sharp | 1.89% | 1.55% |
| Beta | 5.30% | 5.42% |
| Alpha | -0.26% | -0.51% |
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikash Agarwal | Pradeep Kesavan |
| Total AUM | ₹47980 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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