Franklin India Floating Rate Fund vs Tata Floating Rate Fund compare

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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tortoise-icon Tata Floating Rate 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 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) ₹304 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 0.97 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 0.51% 0.72%
6 Month 4.2% 4.1%
1 Year 8.32% 7.84%
3 Year 6.49% 6.32%
5 Year 5.78% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 7.94% 7.79%
3 Year 7.45% 7.1%
5 Year 6.4% -

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Year 6.21% 6.63%
3 Year 6.06% 5.86%
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% 0.66%
Sharp 0.14% -
Beta 1.48% -
Alpha 3.07% -

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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
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

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