Tata Floating Rate Fund vs SBI Floating Rate Debt Fund compare

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

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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 SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Fund SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1154 Cr ₹209 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Oct 2020 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Short Duration Index CRISIL Short-Term Bond Index
Turn Over 72% 26.23%
Expense Ratio 0.46 0.73
Manager Pradeep Kesavan Akhil Mittal
ISIN Code INF200KA1R15 INF277KA1091
Exits Load Exit load of 0.10%, if redeemed within 3 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.76% 0.69%
6 Month 4.5% 3.78%
1 Year 8.25% 7.22%
3 Year 6.2% 5.82%
5 Year - -

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 3.71% 3.21%
3 Year 10.53% 9.62%
5 Year 12.28% 9.62%

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
1 Year 5.51% 6.6%
3 Year 5.81% 5.83%
5 Year - -

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.84% 0.66%
Sharp 0.54% -
Beta 1.55% -
Alpha 3.56% -

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Fund Managers

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth
Name Pradeep Kesavan Akhil Mittal
Total AUM ₹434274 Cr ₹4981 Cr
Fund Manage 43 4
SBI Floating Rate Debt Fund - Regular Plan - Growth Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

Tata Floating Rate Fund-Regular Plan-Growth

Others 4.46 30.11
Sovereign 65.97 -
Construction 8.98 6.18
Financial 14.38 63.71
Communication 5.11 -
Services 1.1 -

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