- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Franklin India Floating Rate Fund vs Tata Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Moderate |
| Asset Size (Cr) | ₹288 Cr | ₹146 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Apr 2001 | 07 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Short-Term Bond Index |
| Turn Over | 72.19% | 26.23% |
| Expense Ratio | 0.96 | 0.73 |
| Manager | Sandeep Manam | Akhil Mittal |
| ISIN Code | INF090I01LM7 | INF277KA1091 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.55% | 0.49% |
| 6 Month | 3.41% | 3.66% |
| 1 Year | 8.15% | 7.6% |
| 3 Year | 6.74% | 6.49% |
| 5 Year | 5.71% | - |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.52% | 7.32% |
| 3 Year | 7.49% | 7.08% |
| 5 Year | 6.47% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.22% | 6.73% |
| 3 Year | 6.07% | 6.12% |
| 5 Year | 5.65% | - |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.8% | 0.576% |
| Sharp | 0.14% | 0.179% |
| Beta | 1.48% | 2.107% |
| Alpha | 3.07% | -0.331% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sandeep Manam | Akhil Mittal |
| Total AUM | ₹74256 Cr | ₹4981 Cr |
| Fund Manage | 20 | 4 |
| Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 30.11 |
| Construction | - | 6.18 |
| Financial | - | 63.71 |
Top Comparisons
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns12.44%
HSBC Managed Solutions - Growth - Growth
3Y Returns11.4%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns10.26%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns12.5%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns18.19%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns10.94%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns11.68%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns10.04%
