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 Moderate
Asset Size (Cr) ₹1154 Cr ₹256 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 26 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 0.54
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1R15 INF846K012B8
Exits Load Exit load of 0.10%, if redeemed within 3 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.76% 1.03%
6 Month 4.5% 4.91%
1 Year 8.25% 9.2%
3 Year 6.2% 6.41%
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 3.71% 3.99%
3 Year 10.53% 10.36%
5 Year 12.28% 10.36%

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Year 5.06% 5.49%
3 Year 12.12% 10.99%
5 Year 12.71% 10.99%

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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