HDFC Floating Rate Debt Fund vs UTI compare

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tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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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 UTI - Floater Fund - Regular Plan - Growth Option
Fund HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15616 Cr ₹1419 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Oct 2007 10 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark NIFTY Low Duration Debt Index CRISIL Low Duration Debt
Turn Over 9.03% 13%
Expense Ratio 0.48 0.85
Manager Vikash Agarwal Sudhir Agrawal
ISIN Code INF179K01707 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.75% 0.6%
6 Month 4.19% 3.5%
1 Year 7.96% 6.77%
3 Year 6.16% 5.28%
5 Year 6.73% 5.59%

SIP Return Analysis

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.57% 3.1%
3 Year 10.6% 9.17%
5 Year 17.35% 14.47%

Rolling Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 5.93% 4.91%
3 Year 14.04% 11.65%
5 Year 17.82% 14.83%

Risk Management

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.84% 0.68%
Sharp 0.63% -0.43%
Beta 1.37% 1.33%
Alpha 3.28% 2.38%

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Fund Managers

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Name Vikash Agarwal Sudhir Agrawal
Total AUM ₹47980 Cr ₹7736 Cr
Fund Manage 11 6
HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Sovereign 31.25 -
Financial 54.14 88.68
Others 4.85 7.76
Energy 1.99 -
Capital Goods 2.01 3.58
Consumer Staples 1.72 -
Construction 3.15 -
Communication 0.55 -
Materials 0.34 -

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