UTI vs HDFC Floating Rate Debt Fund compare

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tortoise-icon HDFC Floating Rate Debt Fund - Growth Option

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Fund HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹15004 Cr ₹1418 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 23 Oct 2007 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark NIFTY Low Duration Debt Index CRISIL Low Duration Debt
Turn Over 9.03% 13%
Expense Ratio 0.49 0.8
Manager Vikash Agarwal Sudhir Agrawal
ISIN Code INF179K01707 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.52% 0.53%
6 Month 4.22% 3.44%
1 Year 8.4% 7.06%
3 Year 6.75% 5.77%
5 Year 6.74% 5.6%

SIP Return Analysis

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.05% 6.66%
3 Year 7.65% 6.52%
5 Year 6.86% 5.76%

Rolling Lumpsum Returns

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 8.29% 6.43%
3 Year 7.77% 4.91%
5 Year 8.09% 5.75%

Risk Management

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.84% 0.68%
Sharp 0.63% -0.43%
Beta 1.37% 1.33%
Alpha 3.28% 2.38%

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Fund Managers

Scheme Name HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Name Vikash Agarwal Sudhir Agrawal
Total AUM ₹47980 Cr ₹7736 Cr
Fund Manage 11 6
HDFC Floating Rate Debt Fund - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100.24 100.02

Sector Allocation

Scheme Name

HDFC Floating Rate Debt Fund - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100.24 7.76
Financial - 88.68
Capital Goods - 3.58

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