SBI Floating Rate Debt Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
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 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.86%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.98%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.36%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.94%
ITI Value Fund Regular - Growth
3Y Returns18.01%
ICICI Prudential Value Fund - Growth
3Y Returns21.21%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.34%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.3%