Axis Floater Fund vs SBI Floating Rate Debt Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1259 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 | 0.42 | 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 | 0.6% | 0.31% |
6 Month | 3.52% | 3.23% |
1 Year | 8.18% | 8.19% |
3 Year | 6.95% | 7.22% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.71% | 1.24% |
1 Year | 7.58% | 7.46% |
3 Year | 7.71% | 7.89% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.39% | 6.87% |
3 Year | 6.02% | 6.76% |
5 Year | - | - |
Risk Management
Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.797% | 1.645% |
Sharp | 0.492% | 0.387% |
Beta | 4.599% | 8.45% |
Alpha | -0.575% | -1.036% |
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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 | 99.99998 | 99.99998 |
Sector Allocation
Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 99.99998 | 99.99998 |
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