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Tata Floating Rate Fund vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹15507 Cr | ₹128 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 07 Jul 2021 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Short-Term Bond Index |
| Turn Over | 9.03% | 26.23% |
| Expense Ratio | 0.49 | 0.73 |
| Manager | Vikash Agarwal | Akhil Mittal |
| ISIN Code | INF179K01707 | INF277KA1091 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.58% | 0.75% |
| 6 Month | 3.52% | 2.96% |
| 1 Year | 8.06% | 7.74% |
| 3 Year | 7.96% | 7.37% |
| 5 Year | 6.58% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.99% | 0.72% |
| 1 Year | 6.52% | 5.73% |
| 3 Year | 7.72% | 7.14% |
| 5 Year | 7.19% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.32% | 6.99% |
| 3 Year | 7.76% | 6.51% |
| 5 Year | 8.04% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.61% | 1.01% |
| Sharp | 1.89% | 0.62% |
| Beta | 5.30% | 5.63% |
| Alpha | -0.26% | -0.90% |
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vikash Agarwal | Akhil Mittal |
| Total AUM | ₹47980 Cr | ₹4981 Cr |
| Funds Managed | 11 | 4 |
| HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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