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) | ₹15297 Cr | ₹1031 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 30 Oct 2018 |
Category | Floater | Floater |
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 | 0.54% | 0.43% |
6 Month | 4.88% | 4.4% |
1 Year | 9.04% | 7.9% |
3 Year | 8.15% | 6.98% |
5 Year | 6.73% | 5.5% |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.42% | 2.15% |
1 Year | 9.27% | 8.36% |
3 Year | 8.52% | 7.46% |
5 Year | 7.47% | 6.45% |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.31% | 6.72% |
3 Year | 7.74% | 5.08% |
5 Year | 8.06% | 5.72% |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.68% | 0.55% |
Sharp | 1.79% | 0.40% |
Beta | 5.17% | 4.95% |
Alpha | -0.12% | -1.04% |
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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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