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) | ₹15497 Cr | ₹1434 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 | 0.36% | 0.2% |
6 Month | 4.47% | 3.95% |
1 Year | 8.44% | 7.44% |
3 Year | 8.03% | 6.9% |
5 Year | 6.63% | 5.46% |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.83% | 1.53% |
1 Year | 8.31% | 7.25% |
3 Year | 8.27% | 7.15% |
5 Year | 7.39% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.32% | 6.74% |
3 Year | 7.75% | 5.16% |
5 Year | 8.05% | 5.68% |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.59% | 0.53% |
Sharp | 2.11% | 0.47% |
Beta | 5.07% | 4.65% |
Alpha | -0.08% | -1.02% |
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 |
Funds Managed | 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 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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