SBI Floating Rate Debt Fund vs Aditya Birla Sun Life Floating Rate Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹1229 Cr | ₹13670 Cr | ₹13670 Cr |
Min Investment | ₹5000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 27 Oct 2020 | 30 Mar 2009 | 30 Mar 2009 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 72% | 45% | 16% |
Expense Ratio | 0.42 | 0.43 | 0.43 |
Manager | Pradeep Kesavan | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF200KA1R15 | INF209K01MG9 | INF209K01MG9 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.4% | 0.53% | 0.53% |
6 Month | 4.62% | 4.51% | 4.51% |
1 Year | 8.6% | 8.5% | 8.5% |
3 Year | 7.76% | 7.68% | 7.68% |
5 Year | - | 6.37% | 6.37% |
SIP Return Analysis
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.27% | 2.26% | 2.26% |
1 Year | 8.66% | 8.74% | 8.74% |
3 Year | 8.27% | 8.1% | 8.1% |
5 Year | - | 7.15% | 7.15% |
Rolling Lumpsum Returns
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 6.57% | 8.36% | 8.36% |
3 Year | 6.18% | 8.1% | 8.1% |
5 Year | - | 8.38% | 8.38% |
Risk Management
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.69% | 0.49% | 0.49% |
Sharp | 1.47% | 1.85% | 1.85% |
Beta | 4.91% | 4.34% | 4.34% |
Alpha | -0.29% | -0.26% | -0.26% |
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Fund Managers
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 | 55 |
SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100.67 | 100 |
Sector Allocation
Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 100 | 100.67 | 100 |
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