Aditya Birla Sun Life Floating Rate Fund vs SBI Floating Rate Debt Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

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 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 Low to Moderate Low to Moderate
Asset Size (Cr) ₹1154 Cr ₹12391 Cr ₹12391 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 27 Oct 2020 01 Jun 2003 01 Jun 2003
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 72% 45% 16%
Expense Ratio 0.46 0.46 0.46
Manager Pradeep Kesavan Dhaval Joshi Dhaval Joshi
ISIN Code INF200KA1R15 INF209K01MG9 INF209K01MG9
Exits Load Exit load of 0.10%, if redeemed within 3 days./365 Nil/365 Nil/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 0.76% 0.77% 0.77%
6 Month 4.5% 3.99% 3.99%
1 Year 8.25% 7.99% 7.99%
3 Year 6.2% 6.49% 6.49%
5 Year - 6.44% 6.44%

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 3.71% 3.47% 3.47%
3 Year 10.53% 10.37% 10.37%
5 Year 12.28% 16.77% 16.77%

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 5.51% 8.49% 8.49%
3 Year 5.81% 8.17% 8.17%
5 Year - 8.41% 8.41%

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 0.84% 0.7% 0.7%
Sharp 0.54% 0.61% 0.61%
Beta 1.55% 1.39% 1.39%
Alpha 3.56% 3.21% 3.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 76.77 99.92

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 3.89 2.82
Sovereign 65.97 15.06 12.63
Construction 8.98 - 5.12
Financial 14.38 57.82 75.21
Communication 5.11 - -
Services 1.1 - -
Energy - - 3.81
Capital Goods - - 0.33

Top Comparisons

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns7.23%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns6.54%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.01%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns5.65%

Compare Now

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns28.4%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns22.86%

Compare Now
Request call back
Add to Cart Successfully