HDFC Floating Rate Debt Fund vs UTI compare
HDFC Floating Rate Debt Fund - Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹15085 Cr | ₹1418 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 23 Oct 2007 | 30 Oct 2018 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Low Duration Debt Index | CRISIL Low Duration Debt |
Turn Over | 9.03% | 13% |
Expense Ratio | 0.49 | 0.8 |
Manager | Vikash Agarwal | Sudhir Agrawal |
ISIN Code | INF179K01707 | INF789F1ACO4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.47% | 0.43% |
6 Month | 3.62% | 3.26% |
1 Year | 8.11% | 6.72% |
3 Year | 7.18% | 6.17% |
5 Year | 6.74% | 5.62% |
SIP Return Analysis
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.7% | 1.49% |
1 Year | 7.63% | 6.54% |
3 Year | 7.78% | 6.68% |
5 Year | 6.92% | 5.85% |
Rolling Lumpsum Returns
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.3% | 6.66% |
3 Year | 7.75% | 5.02% |
5 Year | 8.08% | 5.73% |
Risk Management
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.746% | 0.515% |
Sharp | 0.895% | -1% |
Beta | 4.767% | 3.593% |
Alpha | -0.378% | -1.074% |
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Fund Managers
Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vikash Agarwal | Sudhir Agrawal |
Total AUM | ₹47980 Cr | ₹7736 Cr |
Fund Manage | 11 | 6 |
HDFC Floating Rate Debt Fund - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 99.99999 | 100.00001 |
Sector Allocation
Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 99.99999 | 100.00001 |
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