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

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tortoise-icon Franklin India Floating Rate Fund - Growth Plan

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

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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 Moderate Low to Moderate
Asset Size (Cr) ₹304 Cr ₹1170 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 0.97 0.46
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 0.57% 0.61%
6 Month 3.46% 3.57%
1 Year 8.22% 8.15%
3 Year 6.68% 6.79%
5 Year 5.73% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month - -
1 Year 6.5% 6.46%
3 Year 7.07% 7.15%
5 Year 6.2% -

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
1 Year 6.21% 6.17%
3 Year 6.06% 5.83%
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 0.8% 0.84%
Sharp 0.14% 0.54%
Beta 1.48% 1.55%
Alpha 3.07% 3.56%

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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 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

SBI Floating Rate Debt Fund - Regular Plan - Growth

Others 100 4.46
Sovereign - 65.97
Construction - 8.98
Financial - 14.38
Communication - 5.11
Services - 1.1

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