Tata Floating Rate Fund vs SBI Floating Rate Debt Fund compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
| 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 |
| 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 | - | - |
| 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% |
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.06% | 5.03% |
| 3 Year | 12.12% | 9.93% |
| 5 Year | 12.71% | 9.93% |
| 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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| 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 |
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Sovereign | 65.97 | - |
| Construction | 8.98 | 6.18 |
| Communication | 5.11 | - |
| Financial | 14.38 | 63.71 |
| Others | 4.46 | 30.11 |
| Services | 1.1 | - |
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