SBI Floating Rate Debt Fund vs Axis Floater Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹885 Cr | ₹128 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Oct 2020 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt |
Turn Over | 72% | 119% |
Expense Ratio | 0.42 | 0.53 |
Manager | Pradeep Kesavan | Hardik Shah |
ISIN Code | INF200KA1R15 | INF846K012B8 |
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 | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.19% | 0.5% |
6 Month | 3.86% | 4.06% |
1 Year | 7.48% | 7.33% |
3 Year | 7.64% | 8% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.23% | 0.52% |
1 Year | 6.98% | 6.46% |
3 Year | 7.79% | 8.12% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.43% | 7.05% |
3 Year | 6.27% | 7.04% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.70% | 2.29% |
Sharp | 1.27% | 0.35% |
Beta | 5.80% | 13.31% |
Alpha | -0.70% | -2.75% |
Fund Managers
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Hardik Shah |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 12 |
SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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