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UTI vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹15773 Cr | ₹1462 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 23 Oct 2007 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt |
| Turn Over | 9.03% | 13% |
| Expense Ratio | 0.49 | 0.8 |
| Manager | Vikash Agarwal | Sudhir Agrawal |
| ISIN Code | INF179K01707 | INF789F1ACO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.34% | 0.3% |
| 6 Month | 3.01% | 2.62% |
| 1 Year | 7.94% | 7.04% |
| 3 Year | 7.93% | 6.97% |
| 5 Year | 6.49% | 5.53% |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.45% | 1.34% |
| 1 Year | 7.05% | 6.34% |
| 3 Year | 7.9% | 6.91% |
| 5 Year | 7.36% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.31% | 6.77% |
| 3 Year | 7.78% | 5.26% |
| 5 Year | 8.01% | 5.63% |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.61% | 0.59% |
| Sharp | 1.94% | 0.49% |
| Beta | 5.53% | 4.89% |
| Alpha | -0.28% | -1.02% |
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikash Agarwal | Sudhir Agrawal |
| Total AUM | ₹47980 Cr | ₹7736 Cr |
| Funds Managed | 11 | 6 |
| HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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