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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) | ₹327 Cr | ₹795 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 | 0.52% | 0.54% |
| 6 Month | 2.78% | 2.6% |
| 1 Year | 7.99% | 7.28% |
| 3 Year | 7.84% | 7.7% |
| 5 Year | 6.19% | 6.26% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.26% |
| 1 Year | 7.07% | 6.43% |
| 3 Year | 7.92% | 7.59% |
| 5 Year | 7.23% | 7.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.28% | 7.42% |
| 3 Year | 6.08% | 6.5% |
| 5 Year | 5.69% | 6.26% |
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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