Nippon India Floating Rate Fund vs SBI Floating Rate Debt Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Nippon India Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹793 Cr | ₹8388 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Oct 2020 | 02 Sep 2004 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Short-Term Bond TRI |
| Turn Over | 72% | 119% |
| Expense Ratio | 0.42 | 0.65 |
| Manager | Pradeep Kesavan | Anju Chhajer |
| ISIN Code | INF200KA1R15 | INF204K01CG1 |
| Exits Load | SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.12% | 0.12% |
| 6 Month | 2.27% | 2.84% |
| 1 Year | 7.03% | 8.01% |
| 3 Year | 7.55% | 7.77% |
| 5 Year | 6.09% | 6.16% |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.98% | 1.28% |
| 1 Year | 5.53% | 6.63% |
| 3 Year | 7.25% | 7.79% |
| 5 Year | 6.9% | 7.15% |
Rolling Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 8% |
| 3 Year | 6.52% | 7.65% |
| 5 Year | 6.25% | 7.66% |
Risk Management
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.64% | 0.84% |
| Sharp | 1.48% | 1.33% |
| Beta | 5.25% | 7.54% |
| Alpha | -0.50% | -0.90% |
Fund Managers
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Anju Chhajer |
| Total AUM | ₹434274 Cr | ₹71679 Cr |
| Funds Managed | 43 | 13 |
| SBI Floating Rate Debt Fund - Regular Plan - Growth | Nippon India Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Nippon India Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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