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) | ₹337 Cr | ₹1259 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 23 Apr 2001 | 27 Oct 2020 |
Category | Floater | Floater |
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 | 0.68% | 0.71% |
6 Month | 5.15% | 4.62% |
1 Year | 9.44% | 8.66% |
3 Year | 7.93% | 7.76% |
5 Year | 6.28% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.77% | 2.34% |
1 Year | 9.85% | 8.77% |
3 Year | 8.6% | 8.28% |
5 Year | 7.28% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.24% | 6.57% |
3 Year | 6.08% | 6.18% |
5 Year | 5.66% | - |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.72% | 0.797% |
Sharp | 2.36% | 0.492% |
Beta | 3.51% | 4.599% |
Alpha | -1.36% | -0.575% |
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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 | 99.97 | 100 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 99.97 | 100 |
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