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 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 0.49% 0.49%
6 Month 4% 3.84%
1 Year 8.28% 8.27%
3 Year 6.55% 6.66%
5 Year 5.77% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan SBI Floating Rate Debt Fund - Regular Plan - Growth
6 Month - -
1 Year 7.94% 7.83%
3 Year 7.45% 7.5%
5 Year 6.4% -

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%

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

Top Comparisons

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.54%

VS

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

3Y Returns5.73%

Compare Now

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns18.66%

VS

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns21.76%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.96%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.82%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns16.78%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns23.03%

Compare Now
Request call back
Add to Cart Successfully