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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) | ₹15773 Cr | ₹136 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 | 0.29% | 0.31% |
| 6 Month | 2.91% | 2.63% |
| 1 Year | 7.81% | 7.42% |
| 3 Year | 7.91% | 7.44% |
| 5 Year | 6.48% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.45% | 1.44% |
| 1 Year | 7.05% | 6.79% |
| 3 Year | 7.9% | 7.49% |
| 5 Year | 7.36% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.31% | 6.99% |
| 3 Year | 7.78% | 6.51% |
| 5 Year | 8.01% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.61% | 1.00% |
| Sharp | 1.94% | 0.71% |
| Beta | 5.53% | 6.14% |
| Alpha | -0.28% | -0.93% |
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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