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HDFC Floating Rate Debt Fund vs Tata Floating Rate Fund compare

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tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

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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 HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Fund HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹15085 Cr ₹146 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Oct 2007 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index CRISIL Short-Term Bond Index
Turn Over 9.03% 26.23%
Expense Ratio 0.49 0.73
Manager Vikash Agarwal Akhil Mittal
ISIN Code INF179K01707 INF277KA1091
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.84% 1.38%
6 Month 3.88% 4.03%
1 Year 8.32% 8.19%
3 Year 7.23% 6.84%
5 Year 6.82% -

SIP Return Analysis

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month 2.32% 2.48%
1 Year 8.16% 8.44%
3 Year 7.98% 7.58%
5 Year 7.05% -

Rolling Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 8.3% 6.73%
3 Year 7.75% 6.12%
5 Year 8.08% -

Risk Management

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.746% 0.576%
Sharp 0.895% 0.179%
Beta 4.767% 2.107%
Alpha -0.378% -0.331%

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Fund Managers

Scheme Name HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Name Vikash Agarwal Akhil Mittal
Total AUM ₹47980 Cr ₹4981 Cr
Funds Managed 11 4
HDFC Floating Rate Debt Fund - Growth Option Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

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