HDFC Floating Rate Debt Fund vs Tata Floating Rate Fund compare

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HDFC Floating Rate Debt Fund - Growth Option

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Tata Floating Rate Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹15297 Cr	₹129 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

Scheme Name	HDFC Floating Rate Debt Fund - Growth Option	Tata Floating Rate Fund-Regular Plan-Growth
1 Month	0.54%	0.28%
6 Month	4.88%	4.85%
1 Year	9.04%	8.93%
3 Year	8.15%	7.46%
5 Year	6.73%	-

Scheme Name	HDFC Floating Rate Debt Fund - Growth Option	Tata Floating Rate Fund-Regular Plan-Growth
6 Month	2.42%	2.36%
1 Year	9.27%	9.21%
3 Year	8.52%	8.09%
5 Year	7.47%	-

Scheme Name	HDFC Floating Rate Debt Fund - Growth Option	Tata Floating Rate Fund-Regular Plan-Growth
1 Year	8.31%	6.86%
3 Year	7.74%	6.35%
5 Year	8.06%	-

Scheme Name	HDFC Floating Rate Debt Fund - Growth Option	Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation	0.59%	0.86%
Sharp	2.12%	0.84%
Beta	4.38%	3.96%
Alpha	0.16%	-0.33%

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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