Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Floating Rate Fund vs Franklin India Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Floating Rate Fund - Growth Plan

Invest Now

tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Fund Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹288 Cr ₹146 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Apr 2001 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Debt Index A-II CRISIL Short-Term Bond Index
Turn Over 72.19% 26.23%
Expense Ratio 0.96 0.73
Manager Sandeep Manam Akhil Mittal
ISIN Code INF090I01LM7 INF277KA1091
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.95% 1.14%
6 Month 5.03% 5.13%
1 Year 9.65% 9.35%
3 Year 7.79% 7.48%
5 Year 6.31% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
6 Month 3.16% 3.06%
1 Year 10.48% 10.3%
3 Year 8.72% 8.28%
5 Year 7.3% -

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Year 6.23% 6.73%
3 Year 6.07% 6.12%
5 Year 5.66% -

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.8% 0.576%
Sharp 0.14% 0.179%
Beta 1.48% 2.107%
Alpha 3.07% -0.331%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Name Sandeep Manam Akhil Mittal
Total AUM ₹74256 Cr ₹4981 Cr
Funds Managed 20 4
Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Top Comparisons

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.68%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.52%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.94%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.29%

Compare Now

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns22.53%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns25.59%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns17.42%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns14.08%

Compare Now
Add to Cart Successfully