HDFC Floating Rate Debt Fund vs Aditya Birla Sun Life Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Fund HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹14517 Cr ₹12391 Cr ₹12391 Cr
Min Investment ₹100 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000 ₹1000
Launch Date 05 Oct 2007 01 Jun 2003 01 Jun 2003
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 9.03% 45% 16%
Expense Ratio 0.49 0.46 0.46
Manager Vikash Agarwal Dhaval Joshi Dhaval Joshi
ISIN Code INF179K01707 INF209K01MG9 INF209K01MG9
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Month 0.61% 0.58% 0.58%
6 Month 4.27% 3.96% 3.96%
1 Year 8.38% 8% 8%
3 Year 6.66% 6.56% 6.56%
5 Year 6.73% 6.43% 6.43%

SIP Return Analysis

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
6 Month - - -
1 Year - - -
3 Year - - -
5 Year - - -

Rolling Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Year 8.29% 8.49% 8.49%
3 Year 7.77% 8.16% 8.16%
5 Year 8.09% 8.41% 8.41%

Risk Management

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.84% 0.7% 0.7%
Sharp 0.63% 0.61% 0.61%
Beta 1.37% 1.39% 1.39%
Alpha 3.28% 3.21% 3.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Name Vikash Agarwal Dhaval Joshi Dhaval Joshi
Total AUM ₹47980 Cr ₹361932 Cr ₹361932 Cr
Fund Manage 11 55 55
HDFC Floating Rate Debt Fund - Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Others 100 76.77 99.92

Sector Allocation

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Others 100 3.89 2.82
Sovereign - 15.06 12.63
Financial - 57.82 75.21
Energy - - 3.81
Construction - - 5.12
Capital Goods - - 0.33

Top Comparisons

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns5.45%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5%

Compare Now

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

3Y Returns4.76%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns5.22%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns10.56%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns9.84%

VS

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.66%

Compare Now
Request call back
Add to Cart Successfully