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) | ₹352 Cr | ₹935 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 | 0.03% | 0.35% |
6 Month | 4.69% | 4.24% |
1 Year | 8.29% | 7.95% |
3 Year | 7.84% | 7.64% |
5 Year | 6.16% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.8% | 1.78% |
1 Year | 8.56% | 8.02% |
3 Year | 8.32% | 8.13% |
5 Year | 7.24% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.24% | 7.43% |
3 Year | 6.08% | 6.27% |
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 | 0.8% | 0.67% |
Sharp | 0.14% | 1.41% |
Beta | 1.48% | 5.55% |
Alpha | 3.07% | -0.60% |
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
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.77%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.92%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.11%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns15.51%
ICICI Prudential MidCap Fund - Growth
3Y Returns22.44%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.64%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%