SBI Floating Rate Debt Fund vs Franklin India Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Floating Rate Fund - Growth Plan

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Fund Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹307 Cr ₹1154 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Apr 2001 27 Oct 2020
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt NIFTY Short Duration Index
Turn Over 72.19% 72%
Expense Ratio 0.95 0.46
Manager Sandeep Manam Pradeep Kesavan
ISIN Code INF090I01LM7 INF200KA1R15
Exits Load Nil/365 Exit load of 0.10%, if redeemed within 3 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Month 0.51% 0.76%
6 Month 4.17% 4.5%
1 Year 8.24% 8.25%
3 Year 6.21% 6.2%
5 Year 5.78% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month - -
1 Year 3.53% 3.71%
3 Year 10.15% 10.53%
5 Year 15.53% 12.28%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Year 6.23% 5.51%
3 Year 5.99% 5.81%
5 Year 5.66% -

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Standard Deviation 0.8% 0.84%
Sharp 0.14% 0.54%
Beta 1.48% 1.55%
Alpha 3.07% 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 Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
Name Sandeep Manam Pradeep Kesavan
Total AUM ₹74256 Cr ₹434274 Cr
Fund Manage 20 43
Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 3.76 4.46
Sovereign 70.3 65.97
Financial 25.94 14.38
Construction - 8.98
Communication - 5.11
Services - 1.1

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.19%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

Compare Now

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G) Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns15.83%

Compare Now

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns5.61%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.67%

Compare Now

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.22%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns5.79%

Compare Now
Request call back
Add to Cart Successfully