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Aditya Birla Sun Life Floating Rate Fund vs SBI Floating Rate Debt Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
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 | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | 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) | ₹1259 Cr | ₹13176 Cr | ₹13176 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 27 Oct 2020 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 72% | 45% | 16% |
| Expense Ratio | 0.42 | 0.44 | 0.44 |
| Manager | Pradeep Kesavan | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF200KA1R15 | INF209K01MG9 | INF209K01MG9 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.66% | 0.63% | 0.63% |
| 6 Month | 3.54% | 3.74% | 3.74% |
| 1 Year | 8.22% | 7.95% | 7.95% |
| 3 Year | 6.84% | 6.89% | 6.89% |
| 5 Year | - | 6.41% | 6.41% |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 7.68% | 7.57% | 7.57% |
| 3 Year | 7.62% | 7.45% | 7.45% |
| 5 Year | - | 6.68% | 6.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 6.39% | 8.44% | 8.44% |
| 3 Year | 6.02% | 8.13% | 8.13% |
| 5 Year | - | 8.39% | 8.39% |
Risk Management
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.797% | 0.7% | 0.7% |
| Sharp | 0.492% | 0.61% | 0.61% |
| Beta | 4.599% | 1.39% | 1.39% |
| Alpha | -0.575% | 3.21% | 3.21% |
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Fund Managers
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr | ₹361932 Cr |
| Fund Manage | 43 | 55 | 55 |
| SBI Floating Rate Debt Fund - Regular Plan - Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100.79 | 100.79 |
Sector Allocation
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.46 | 100.79 | 100.79 |
| Sovereign | 65.97 | - | - |
| Construction | 8.98 | - | - |
| Financial | 14.38 | - | - |
| Communication | 5.11 | - | - |
| Services | 1.1 | - | - |
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