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 0.65% 0.76%
6 Month 4.53% 4.5%
1 Year 8.15% 8.25%
3 Year 6.01% 6.2%
5 Year 5.81% -

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 5.01% 5.06%
3 Year 12.43% 12.12%
5 Year 15.99% 12.71%

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

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

Top Comparisons

Edelweiss Liquid Fund - Regular Plan - Growth Option Edelweiss Liquid Fund - Regular Plan - Growth Option

3Y Returns5.82%

VS

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

3Y Returns6.01%

Compare Now

Franklin India Feeder - Templeton European Opportunities Fund - Growth Franklin India Feeder - Templeton European Opportunities Fund - Growth

3Y Returns3.37%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns9.55%

Compare Now

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns12.6%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns3.64%

Compare Now

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns17.95%

VS

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

3Y Returns29.39%

Compare Now
Request call back
Add to Cart Successfully