- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Floating Rate Fund vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate Risk | Low to Moderate Risk | Low to Moderate Risk |
| Asset Size (Cr) | ₹15085 Cr | ₹13176 Cr | ₹13176 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 23 Oct 2007 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 9.03% | 45% | 16% |
| Expense Ratio | 0.49 | 0.44 | 0.44 |
| Manager | Vikash Agarwal | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF179K01707 | INF209K01MG9 | INF209K01MG9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.63% | 0.63% | 0.63% |
| 6 Month | 3.71% | 3.74% | 3.74% |
| 1 Year | 8.33% | 7.95% | 7.95% |
| 3 Year | 7.02% | 6.89% | 6.89% |
| 5 Year | 6.71% | 6.41% | 6.41% |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 7.85% | 7.57% | 7.57% |
| 3 Year | 7.74% | 7.45% | 7.45% |
| 5 Year | 6.92% | 6.68% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.3% | 8.44% | 8.44% |
| 3 Year | 7.75% | 8.13% | 8.13% |
| 5 Year | 8.08% | 8.39% | 8.39% |
Risk Management
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.8% | 0.7% | 0.7% |
| Sharp | 0.712% | 0.61% | 0.61% |
| Beta | 4.64% | 1.39% | 1.39% |
| Alpha | -0.438% | 3.21% | 3.21% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Vikash Agarwal | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹47980 Cr | ₹361932 Cr | ₹361932 Cr |
| Fund Manage | 11 | 55 | 55 |
| HDFC Floating Rate Debt Fund - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100.24 | 100.79 | 100.79 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100.24 | 100.79 | 100.79 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.15%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.5%
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns10.53%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.59%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns11.68%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns8.56%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.41%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.23%
