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SBI Floating Rate Debt Fund vs Tata Floating Rate Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹793 Cr | ₹136 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Oct 2020 | 07 Jul 2021 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Short-Term Bond Index |
| Turn Over | 72% | 26.23% |
| Expense Ratio | 0.42 | 0.73 |
| Manager | Pradeep Kesavan | Akhil Mittal |
| ISIN Code | INF200KA1R15 | INF277KA1091 |
| Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.12% | 0.33% |
| 6 Month | 2.25% | 2.65% |
| 1 Year | 6.93% | 7.43% |
| 3 Year | 7.55% | 7.45% |
| 5 Year | 6.15% | - |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.06% | 1.44% |
| 1 Year | 5.85% | 6.79% |
| 3 Year | 7.37% | 7.49% |
| 5 Year | 6.95% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.39% | 6.99% |
| 3 Year | 6.52% | 6.51% |
| 5 Year | 6.25% | - |
Risk Management
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.64% | 1.00% |
| Sharp | 1.48% | 0.71% |
| Beta | 5.25% | 6.14% |
| Alpha | -0.50% | -0.93% |
Fund Managers
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Akhil Mittal |
| Total AUM | ₹434274 Cr | ₹4981 Cr |
| Funds Managed | 43 | 4 |
| SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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