SBI Floating Rate Debt Fund vs Axis Floater Fund compare

Link copied to clipboard!

tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Fund SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹1154 Cr ₹256 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 26 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 72% 119%
Expense Ratio 0.46 0.54
Manager Pradeep Kesavan Hardik Shah
ISIN Code INF200KA1R15 INF846K012B8
Exits Load Exit load of 0.10%, if redeemed within 3 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.76% 1.03%
6 Month 4.5% 4.91%
1 Year 8.25% 9.2%
3 Year 6.2% 6.41%
5 Year - -

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.71% 3.99%
3 Year 10.53% 10.36%
5 Year 12.28% 10.36%

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
1 Year 5.51% 6.69%
3 Year 5.81% 6.65%
5 Year - -

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.84% 1.36%
Sharp 0.54% -
Beta 1.55% -
Alpha 3.56% -

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 SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth
Name Pradeep Kesavan Hardik Shah
Total AUM ₹434274 Cr ₹0 Cr
Fund Manage 43 12
SBI Floating Rate Debt Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100.01

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Axis Floater Fund - Regular Plan - Growth

Others 4.46 0.47
Sovereign 65.97 -
Construction 8.98 3.95
Financial 14.38 -
Communication 5.11 -
Services 1.1 -

Top Comparisons

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.25%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns29.39%

Compare Now

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.79%

VS

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

3Y Returns7.56%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.96%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns5.98%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns22.53%

VS

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns20.37%

Compare Now
Request call back
Add to Cart Successfully