- 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
HDFC Floating Rate Debt Fund vs Tata Floating Rate Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
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 Risk | 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 | 0.63% | 0.49% |
| 6 Month | 3.71% | 3.66% |
| 1 Year | 8.33% | 7.6% |
| 3 Year | 7.02% | 6.49% |
| 5 Year | 6.71% | - |
SIP Return Analysis
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.85% | 7.32% |
| 3 Year | 7.74% | 7.08% |
| 5 Year | 6.92% | - |
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 | 0.8% | 0.576% |
| Sharp | 0.712% | 0.179% |
| Beta | 4.64% | 2.107% |
| Alpha | -0.438% | -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 | 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 |
| Fund Manage | 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 | 100.24 | 100 |
Sector Allocation
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100.24 | 30.11 |
| Construction | - | 6.18 |
| Financial | - | 63.71 |
Top Comparisons
Nippon India Credit Risk Fund - Growth Plan
3Y Returns6.76%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.23%
HDFC Gilt Fund - Growth Plan
3Y Returns6.04%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.5%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.44%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.33%
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns20.94%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns13.17%
