SBI Floating Rate Debt Fund vs Franklin India Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
SBI Floating Rate Debt Fund - Regular Plan - Growth
Chart Comparison
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 | Moderate | Low to Moderate |
Asset Size (Cr) | ₹288 Cr | ₹1259 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 | NIFTY Short Duration Debt Index A-II | NIFTY Short Duration Index |
Turn Over | 72.19% | 72% |
Expense Ratio | 0.96 | 0.42 |
Manager | Sandeep Manam | Pradeep Kesavan |
ISIN Code | INF090I01LM7 | INF200KA1R15 |
Exits Load | Data not available./365 | SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.5% | 0.56% |
6 Month | 3.39% | 3.49% |
1 Year | 7.99% | 8.11% |
3 Year | 6.88% | 6.97% |
5 Year | 5.74% | - |
SIP Return Analysis
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.61% | 1.71% |
1 Year | 7.33% | 7.55% |
3 Year | 7.54% | 7.71% |
5 Year | 6.52% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.22% | 6.39% |
3 Year | 6.07% | 6.02% |
5 Year | 5.65% | - |
Risk Management
Scheme Name | Franklin India Floating Rate Fund - Growth Plan | SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.693% | 0.797% |
Sharp | 0.519% | 0.492% |
Beta | 5.01% | 4.599% |
Alpha | -0.701% | -0.575% |
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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 | 99.99998 |
Sector Allocation
Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 99.99998 |
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