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Tata Floating Rate Fund vs SBI Floating Rate Debt Fund compare

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tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

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

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Chart Comparison

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

Overview

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Fund SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹935 Cr ₹119 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Short-Term Bond Index
Turn Over 72% 26.23%
Expense Ratio 0.42 0.73
Manager Pradeep Kesavan Akhil Mittal
ISIN Code INF200KA1R15 INF277KA1091
Exits Load SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.47% 0.02%
6 Month 4.34% 4.35%
1 Year 8.11% 8.23%
3 Year 7.68% 7.31%
5 Year - -

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
6 Month 1.78% 1.53%
1 Year 8.02% 7.76%
3 Year 8.13% 7.72%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
1 Year 7.43% 6.95%
3 Year 6.27% 6.41%
5 Year - -

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.67% 0.86%
Sharp 1.41% 0.80%
Beta 5.55% 4.80%
Alpha -0.60% -0.63%

Fund Managers

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Name Pradeep Kesavan Akhil Mittal
Total AUM ₹434274 Cr ₹4981 Cr
Funds Managed 43 4
SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

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