Tata Floating Rate 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 Tata Floating Rate 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 Tata Floating Rate Fund-Regular Plan-Growth
Fund Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹307 Cr ₹209 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 23 Apr 2001 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Short-Term Bond Index
Turn Over 72.19% 26.23%
Expense Ratio 0.95 0.73
Manager Sandeep Manam Akhil Mittal
ISIN Code INF090I01LM7 INF277KA1091
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.56% 0.69%
6 Month 4.5% 3.78%
1 Year 8.12% 7.22%
3 Year 5.98% 5.82%
5 Year 5.8% -

SIP Return Analysis

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 3.53% 3.21%
3 Year 10.15% 9.62%
5 Year 15.53% 9.62%

Rolling Lumpsum Returns

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
1 Year 5.01% 5.03%
3 Year 12.43% 9.93%
5 Year 15.99% 9.93%

Risk Management

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.8% 0.66%
Sharp 0.14% -
Beta 1.48% -
Alpha 3.07% -

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Fund Managers

Scheme Name Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth
Name Sandeep Manam Akhil Mittal
Total AUM ₹74256 Cr ₹4981 Cr
Fund Manage 20 4
Franklin India Floating Rate Fund - Growth Plan Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Franklin India Floating Rate Fund - Growth Plan

Tata Floating Rate Fund-Regular Plan-Growth

Sovereign 70.3 -
Financial 25.94 63.71
Others 3.76 30.11
Construction - 6.18

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