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SBI Floating Rate Debt Fund vs Franklin India Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Fund Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹317 Cr ₹793 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Apr 2001 27 Oct 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II NIFTY Short Duration Index
Turn Over 72.19% 72%
Expense Ratio 0.98 0.42
Manager Sandeep Manam Pradeep Kesavan
ISIN Code INF090I01LM7 INF200KA1R15
Exits Load Data not available./365 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

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Month 0.5% 0.29%
6 Month 2.71% 2.34%
1 Year 8.09% 7.07%
3 Year 7.81% 7.56%
5 Year 6.19% 6.1%

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month 1.4% 0.98%
1 Year 6.72% 5.53%
3 Year 7.8% 7.25%
5 Year 7.19% 6.9%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Year 6.28% 7.39%
3 Year 6.08% 6.52%
5 Year 5.69% 6.25%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Standard Deviation 0.8% 0.64%
Sharp 0.14% 1.48%
Beta 1.48% 5.25%
Alpha 3.07% -0.50%

Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Name Sandeep Manam Pradeep Kesavan
Total AUM ₹74256 Cr ₹434274 Cr
Funds Managed 20 43
Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 100

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