Tata Floating Rate Fund vs HDFC Floating Rate Debt Fund compare
HDFC Floating Rate Debt Fund - Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹14517 Cr | ₹209 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Oct 2007 | 07 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Short-Term Bond Index |
| Turn Over | 9.03% | 26.23% |
| Expense Ratio | 0.49 | 0.73 |
| Manager | Vikash Agarwal | Akhil Mittal |
| ISIN Code | INF179K01707 | INF277KA1091 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.79% | 0.69% |
| 6 Month | 4.44% | 3.78% |
| 1 Year | 8.06% | 7.22% |
| 3 Year | 6.3% | 5.82% |
| 5 Year | 6.77% | - |
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.57% | 3.21% |
| 3 Year | 10.6% | 9.62% |
| 5 Year | 17.35% | 9.62% |
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.29% | 6.6% |
| 3 Year | 7.77% | 5.83% |
| 5 Year | 8.09% | - |
| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.84% | 0.66% |
| Sharp | 0.63% | - |
| Beta | 1.37% | - |
| Alpha | 3.28% | - |
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| Scheme Name | HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Vikash Agarwal | Akhil Mittal |
| Total AUM | ₹47980 Cr | ₹4981 Cr |
| Fund Manage | 11 | 4 |
| HDFC Floating Rate Debt Fund - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
HDFC Floating Rate Debt Fund - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 30.11 |
| Construction | - | 6.18 |
| Financial | - | 63.71 |
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