Axis Floater Fund vs SBI Floating Rate Debt Fund compare

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

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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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 Axis Floater Fund - Regular Plan - Growth
Fund SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1170 Cr ₹234 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 72% 119%
Expense Ratio 0.46 0.53
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1R15 INF846K012B8
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

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.51% 0.83%
6 Month 4.01% 4.45%
1 Year 8.34% 9.28%
3 Year 6.59% 6.87%
5 Year - -

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 7.83% 8.59%
3 Year 7.5% 7.9%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.17% 6.72%
3 Year 5.83% 6.66%
5 Year - -

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.84% 1.36%
Sharp 0.54% -
Beta 1.55% -
Alpha 3.56% -

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Fund Managers

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 12
SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100.01

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 4.46 0.47
Sovereign 65.97 -
Construction 8.98 3.95
Financial 14.38 -
Communication 5.11 -
Services 1.1 -

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