HDFC Floating Rate Debt Fund vs UTI compare
HDFC Floating Rate Debt Fund - Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹15004 Cr | ₹1418 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 30 Oct 2018 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt |
Turn Over | 9.03% | 13% |
Expense Ratio | 0.49 | 0.8 |
Manager | Vikash Agarwal | Sudhir Agrawal |
ISIN Code | INF179K01707 | INF789F1ACO4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.71% | 0.62% |
6 Month | 3.83% | 3.4% |
1 Year | 8.45% | 6.98% |
3 Year | 6.97% | 6.01% |
5 Year | 6.72% | 5.6% |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.93% | 6.86% |
3 Year | 7.74% | 6.7% |
5 Year | 6.91% | 5.87% |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.3% | 6.66% |
3 Year | 7.75% | 5.02% |
5 Year | 8.08% | 5.73% |
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 | 100.24 | 99.99 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100.24 | 99.99 |
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