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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) | ₹15085 Cr | ₹146 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2007 | 07 Jul 2021 |
| Category | Floater | Floater |
| 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 | 1.23% | 1.33% |
| 6 Month | 4.4% | 4.67% |
| 1 Year | 8.84% | 9.03% |
| 3 Year | 7.54% | 7.17% |
| 5 Year | 7.05% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.66% | 3.03% |
| 1 Year | 9.4% | 10.08% |
| 3 Year | 8.42% | 8.15% |
| 5 Year | 7.32% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.3% | 6.73% |
| 3 Year | 7.75% | 6.12% |
| 5 Year | 8.08% | - |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.746% | 0.576% |
| Sharp | 0.895% | 0.179% |
| Beta | 4.767% | 2.107% |
| Alpha | -0.378% | -0.331% |
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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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