HDFC Floating Rate Debt Fund vs Tata Floating Rate Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹15824 Cr | ₹141 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2007 | 07 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index | CRISIL Short-Term Bond Index |
Turn Over | 9.03% | 26.23% |
Expense Ratio | 0.49 | 0.73 |
Manager | Vikash Agarwal | Akhil Mittal |
ISIN Code | INF179K01707 | INF277KA1091 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.27% | -0.24% |
6 Month | 4.37% | 4.16% |
1 Year | 8.19% | 7.71% |
3 Year | 7.9% | 7.12% |
5 Year | 6.68% | - |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.71% | 1.09% |
1 Year | 8.16% | 7.04% |
3 Year | 8.23% | 7.51% |
5 Year | 7.38% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 8.32% | 6.95% |
3 Year | 7.75% | 6.41% |
5 Year | 8.05% | - |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.59% | 0.86% |
Sharp | 2.11% | 0.80% |
Beta | 5.07% | 4.80% |
Alpha | -0.08% | -0.63% |
Fund Managers
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Name | Vikash Agarwal | Akhil Mittal |
Total AUM | ₹47980 Cr | ₹4981 Cr |
Funds Managed | 11 | 4 |
HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
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