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 | 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 | 1.02% | 1.38% |
6 Month | 3.75% | 4.03% |
1 Year | 8.29% | 8.19% |
3 Year | 7.01% | 6.84% |
5 Year | 5.92% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.38% | 2.48% |
1 Year | 8.11% | 8.44% |
3 Year | 7.84% | 7.58% |
5 Year | 6.72% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.23% | 6.73% |
3 Year | 6.07% | 6.12% |
5 Year | 5.66% | - |
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% |
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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 |
Funds Managed | 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 | 100 |
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