- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Floating Rate Debt Fund vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15297 Cr | ₹1229 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 27 Oct 2020 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | NIFTY Short Duration Index |
| Turn Over | 9.03% | 72% |
| Expense Ratio | 0.49 | 0.42 |
| Manager | Vikash Agarwal | Pradeep Kesavan |
| ISIN Code | INF179K01707 | 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 | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.54% | 0.57% |
| 6 Month | 4.88% | 4.66% |
| 1 Year | 9.04% | 8.64% |
| 3 Year | 8.15% | 7.76% |
| 5 Year | 6.73% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.42% | 2.28% |
| 1 Year | 9.27% | 8.79% |
| 3 Year | 8.52% | 8.32% |
| 5 Year | 7.47% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.31% | 6.57% |
| 3 Year | 7.74% | 6.18% |
| 5 Year | 8.06% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.68% | 0.69% |
| Sharp | 1.79% | 1.47% |
| Beta | 5.17% | 4.91% |
| Alpha | -0.12% | -0.29% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikash Agarwal | Pradeep Kesavan |
| Total AUM | ₹47980 Cr | ₹434274 Cr |
| Funds Managed | 11 | 43 |
| HDFC Floating Rate Debt Fund - Growth Option | SBI Floating Rate Debt Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns28.95%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns22.17%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns18.35%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns24.25%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
3Y Returns13.74%
Tata Children's Fund - Regular Plan - Growth Option
3Y Returns19.44%
