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Tata Floating Rate Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
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) | ₹352 Cr | ₹119 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 | 0.98 | 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 | 0.03% | -0.17% |
| 6 Month | 4.69% | 4.01% |
| 1 Year | 8.29% | 7.9% |
| 3 Year | 7.84% | 7.19% |
| 5 Year | 6.16% | - |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.8% | 1.53% |
| 1 Year | 8.56% | 7.76% |
| 3 Year | 8.32% | 7.72% |
| 5 Year | 7.24% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.24% | 6.95% |
| 3 Year | 6.08% | 6.41% |
| 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% | 0.86% |
| Sharp | 0.14% | 0.80% |
| Beta | 1.48% | 4.80% |
| Alpha | 3.07% | -0.63% |
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 |
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