HDFC Floating Rate Debt Fund vs UTI compare

Link copied to clipboard!

tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

Invest Now

tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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 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) ₹14517 Cr ₹1382 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 Oct 2007 05 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark NIFTY Low Duration Debt Index CRISIL Low Duration Debt
Turn Over 9.03% 13%
Expense Ratio 0.49 0.84
Manager Vikash Agarwal Sudhir Agrawal
ISIN Code INF179K01707 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.79% 0.58%
6 Month 4.44% 3.35%
1 Year 8.06% 6.86%
3 Year 6.3% 5.29%
5 Year 6.77% 5.55%

SIP Return Analysis

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.57% 3.1%
3 Year 10.6% 9.17%
5 Year 17.35% 14.47%

Rolling Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 5.93% 4.91%
3 Year 14.04% 11.65%
5 Year 17.82% 14.83%

Risk Management

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.84% 0.68%
Sharp 0.63% -0.43%
Beta 1.37% 1.33%
Alpha 3.28% 2.38%

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 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 100 100.02

Sector Allocation

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 7.76
Financial - 88.68
Capital Goods - 3.58

Top Comparisons

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G) Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns13.39%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns17.64%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns19.36%

Compare Now

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns20.72%

Compare Now
Request call back
Add to Cart Successfully