Fund Name Rank Rating 1Y 3Y 5Y 7Y 10Y SD Max DD VaR1Y95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
8.13 8.22 7.17 0.70 0.00 0.00 1.22 0.48 2.84 2.95
2
7.62 8.07 6.93 7.29 7.46 0.68 0.00 0.00 1.16 0.50 2.25 2.99
3
8.13 8.41 7.24 7.71 7.89 0.68 0.00 0.00 1.25 0.39 2.50 2.79
4
7.68 8.02 6.76 7.48 7.52 0.92 0.00 0.00 0.72 0.66 1.42 2.15
5
7.45 7.78 6.76 7.06 7.44 0.54 0.00 0.00 1.14 0.38 2.35 3.28
6
8.76 8.63 7.13 7.05 7.03 0.99 -0.36 0.00 0.93 0.59 1.18 2.04
7
7.25 8.27 1.06 0.00 0.00 0.94 0.69 1.59 2.12
8
7.66 8.07 6.71 0.66 0.00 0.00 1.29 0.34 2.68 2.78
9
7.44 8.30 2.24 -0.90 -1.24 -0.13 1.16 0.54 1.01
10
7.88 7.81 1.02 -0.28 0.00 0.46 0.59 0.84 1.54
11
7.59 7.88 6.52 0.99 -0.12 0.00 0.35 0.65 0.92 1.61
12
7.18 7.37 6.26 6.83 0.64 0.00 0.00 0.37 0.41 0.95 1.74

Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026

1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.

Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

For more details, visit AMFI India.

Best Floater Funds February 2026 Review Summary

  1. Kotak Floating Rate Fund

    Kotak Floating Rate Fund is the top ranked fund in the Floater Fund category. The category has total 12 funds. The Kotak Floating Rate Fund has shown an excellent past performence in Floater Fund. The fund has a Jensen Alpha of 1.22% which is higher than the category average of 0.81%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.95 which is higher than the category average of 2.25. Read Full Review

  2. Hdfc Floating Rate Debt Fund

    In the Floater Fund category, Hdfc Floating Rate Debt Fund is the second ranked fund. The category has total 12 funds. The Hdfc Floating Rate Debt Fund has shown an excellent past performence in Floater Fund. The fund has a Jensen Alpha of 1.16% which is higher than the category average of 0.81%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.99 which is higher than the category average of 2.25. Read Full Review

  3. Icici Prudential Floating Interest Fund

    Icici Prudential Floating Interest Fund is the 6th ranked fund in the Floater Fund category. The category has total 12 funds. The 3 star rating shows an average past performance of the Icici Prudential Floating Interest Fund in Floater Fund. The fund has a Jensen Alpha of 1.25% which is higher than the category average of 0.81%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.79 which is higher than the category average of 2.25. Read Full Review

  4. Nippon India Floater Fund

    Nippon India Floater Fund is the 4th ranked fund in the Floater Fund category. The category has total 12 funds. The 4 star rating shows a very good past performance of the Nippon India Floater Fund in Floater Fund. The fund has a Jensen Alpha of 0.72% which is lower than the category average of 0.81%, showing poor performance. The fund has a Sharpe Ratio of 2.15 which is lower than the category average of 2.25. Read Full Review

  5. Aditya Birla Sun Life Floating Rate Fund

    Aditya Birla Sun Life Floating Rate Fund is the third ranked fund in the Floater Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Aditya Birla Sun Life Floating Rate Fund in Floater Fund. The fund has a Jensen Alpha of 1.14% which is higher than the category average of 0.81%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 3.28 which is higher than the category average of 2.25. Read Full Review

  6. Franklin India Floating Rate Fund

    Franklin India Floating Rate Fund is the 7th ranked fund in the Floater Fund category. The category has total 12 funds. The 3 star rating shows an average past performance of the Franklin India Floating Rate Fund in Floater Fund. The fund has a Jensen Alpha of 0.93% which is higher than the category average of 0.81%. Here the fund has shown average performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.04 which is lower than the category average of 2.25. Read Full Review

  7. DSP Floater Fund

    DSP Floater Fund is the 5th ranked fund in the Floater Fund category. The category has total 12 funds. The DSP Floater Fund has shown a very good past performence in Floater Fund. The fund has a Jensen Alpha of 0.94% which is higher than the category average of 0.81%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.12 which is lower than the category average of 2.25. Read Full Review

  8. SBI Floating Rate Debt Fund

    In the Floater Fund category, SBI Floating Rate Debt Fund is the 8th ranked fund. The category has total 12 funds. The 3 star rating shows an average past performance of the SBI Floating Rate Debt Fund in Floater Fund. The fund has a Jensen Alpha of 1.29% which is higher than the category average of 0.81%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 2.78 which is higher than the category average of 2.25. Read Full Review

  9. Axis Floater Fund

    Axis Floater Fund is the 11th ranked fund in the Floater Fund category. The category has total 12 funds. The Axis Floater Fund has shown a very poor past performence in Floater Fund. The fund has a Jensen Alpha of -0.13% which is lower than the category average of 0.81%, showing poor performance. The fund has a Sharpe Ratio of 1.01 which is lower than the category average of 2.25. Read Full Review

  10. Tata Floating Rate Fund

    Tata Floating Rate Fund is the 10th ranked fund in the Floater Fund category. The category has total 12 funds. The Tata Floating Rate Fund has shown a poor past performence in Floater Fund. The fund has a Jensen Alpha of 0.46% which is lower than the category average of 0.81%, showing poor performance. The fund has a Sharpe Ratio of 1.54 which is lower than the category average of 2.25. Read Full Review

As On: 13 March 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Floating Rate Fund
-0.03
0.00
0.29
1.18
2.81
7.22
7.54
6.53
6.83
7.21
DSP Floater Fund
-0.04
-0.12
0.25
1.05
2.25
6.95
7.97
Franklin India Floating Rate Fund
-0.08
0.13
0.72
1.61
3.34
7.98
7.85
6.38
6.32
6.33
6.49
Hdfc Floating Rate Debt Fund
-0.03
-0.04
0.35
1.29
2.90
7.37
7.82
6.68
7.05
7.25
7.90
Icici Prudential Floating Interest Fund
-0.01
0.04
0.40
1.26
3.13
7.45
7.73
6.53
6.98
7.11
7.75
Bandhan Floater Fund
-0.02
0.00
0.29
1.14
2.56
6.95
7.32
5.98
Kotak Floating Rate Fund
-0.04
-0.14
0.17
1.15
2.88
7.70
7.79
6.74
Nippon India Floater Fund
-0.03
-0.11
0.21
0.99
2.58
7.36
7.70
6.43
7.12
7.13
7.75
SBI Floating Rate Debt Fund
0.05
0.54
1.23
2.27
3.48
7.50
7.88
6.51
Tata Floating Rate Fund
0.01
0.05
0.36
1.25
3.12
7.42
7.35
Uti Floater Fund
-0.02
0.04
0.32
1.22
2.77
6.71
6.88
5.73
6.15
Axis Floater Fund
-0.08
0.03
0.64
1.46
3.02
7.12
7.94

As On: 13 March 2026

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Floating Rate Fund
-0.03
0.00
0.31
1.23
2.91
7.45
7.78
6.76
7.06
7.44
DSP Floater Fund
-0.04
-0.11
0.27
1.11
2.39
7.25
8.27
Franklin India Floating Rate Fund
-0.08
0.15
0.77
1.79
3.70
8.76
8.63
7.13
7.05
7.03
Hdfc Floating Rate Debt Fund
-0.03
-0.03
0.37
1.35
3.02
7.62
8.07
6.93
7.29
7.46
Icici Prudential Floating Interest Fund
-0.01
0.04
0.44
1.41
3.44
8.13
8.41
7.24
7.71
7.89
Bandhan Floater Fund
-0.02
0.01
0.34
1.30
2.89
7.59
7.88
6.52
Kotak Floating Rate Fund
-0.04
-0.13
0.20
1.25
3.08
8.13
8.22
7.17
Nippon India Floater Fund
-0.03
-0.10
0.23
1.06
2.73
7.68
8.02
6.76
7.48
7.52
SBI Floating Rate Debt Fund
0.05
0.54
1.25
2.31
3.56
7.66
8.07
6.71
Tata Floating Rate Fund
0.01
0.06
0.38
1.34
3.33
7.88
7.81
Uti Floater Fund
-0.02
0.05
0.36
1.33
3.00
7.18
7.37
6.26
6.83
Axis Floater Fund
-0.08
0.04
0.66
1.54
3.17
7.44
8.30

As On: 13 March 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
DSP Floater Fund
5.03
7.37
Aditya Birla Sun Life Floating Rate Fund
5.98
7.25
5.51
6.06
6.58
Franklin India Floating Rate Fund
6.67
7.71
5.74
5.99
6.20
6.23
Hdfc Floating Rate Debt Fund
6.10
7.50
5.72
6.30
6.76
7.24
Icici Prudential Floating Interest Fund
6.43
7.43
5.63
6.21
6.63
7.08
Bandhan Floater Fund
5.32
7.09
5.21
Kotak Floating Rate Fund
6.14
7.58
5.63
Nippon India Floater Fund
5.51
7.31
5.46
6.12
6.63
7.08
SBI Floating Rate Debt Fund
7.17
7.66
5.74
Tata Floating Rate Fund
5.91
7.16
Uti Floater Fund
5.60
6.63
4.85
5.33
Axis Floater Fund
5.40
7.56

As On: 13 March 2026

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Floating Rate Fund
6.20
7.47
5.74
6.29
6.81
DSP Floater Fund
5.33
7.67
Franklin India Floating Rate Fund
7.44
8.49
6.49
6.74
6.92
Hdfc Floating Rate Debt Fund
6.35
7.75
5.96
6.54
7.00
Icici Prudential Floating Interest Fund
7.09
8.11
6.30
6.91
7.37
Bandhan Floater Fund
5.99
7.69
5.76
Kotak Floating Rate Fund
6.56
8.01
6.04
Nippon India Floater Fund
5.82
7.63
5.77
6.46
7.00
SBI Floating Rate Debt Fund
7.33
7.85
5.92
Tata Floating Rate Fund
6.35
7.61
Uti Floater Fund
6.09
7.10
5.33
5.89
Axis Floater Fund
5.71
7.91

Performance Indicators


Calculated On: 27 February 2026

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Floating Rate Fund 0.00 0.00 0.00 0.54 0.39
Dsp Floater Fund 0.00 0.00 0.00 1.06 0.74
Franklin India Floating Rate Fund 0.00 -0.36 -0.36 0.99 0.68
Hdfc Floating Rate Debt Fund 0.00 0.00 0.00 0.68 0.48
Icici Prudential Floating Interest Fund 0.00 0.00 0.00 0.68 0.48
Bandhan Floater Fund 0.00 -0.12 -0.06 0.99 0.69
Kotak Floating Rate Fund 0.00 0.00 0.00 0.70 0.44
Nippon India Floater Fund 0.00 0.00 0.00 0.92 0.63
Sbi Floating Rate Debt Fund 0.00 0.00 0.00 0.66 0.45
Tata Floating Rate Fund 0.00 -0.28 -0.28 1.02 0.71
Uti Floater Fund 0.00 0.00 0.00 0.64 0.46
Axis Floater Fund -1.24 -0.90 -0.38 2.24 1.52

Calculated On: 27 February 2026

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Floating Rate Fund
3.28
2.35
0.76
0.47
1.14
0.38
0.56
-3.54
-0.3800
Dsp Floater Fund
2.12
1.59
0.81
0.43
0.94
0.69
0.46
0.96
-0.0600
Franklin India Floating Rate Fund
2.04
1.18
0.76
0.54
0.93
0.59
0.36
0.62
-0.1300
Hdfc Floating Rate Debt Fund
2.99
2.25
0.79
0.47
1.16
0.50
0.54
-1.61
-0.1100
Icici Prudential Floating Interest Fund
2.79
2.50
0.77
0.40
1.25
0.39
0.35
-1.65
-0.2000
Bandhan Floater Fund
1.61
0.92
0.73
0.47
0.35
0.65
0.45
0.59
-0.7100
Kotak Floating Rate Fund
2.95
2.84
0.79
0.47
1.22
0.48
0.47
-1.46
0.0200
Nippon India Floater Fund
2.15
1.42
0.78
0.45
0.72
0.66
0.53
0.23
-0.1600
Sbi Floating Rate Debt Fund
2.78
2.68
0.77
0.40
1.29
0.34
0.32
-1.92
-0.4500
Tata Floating Rate Fund
1.54
0.84
0.72
0.49
0.46
0.59
0.42
0.72
-0.7400
Uti Floater Fund
1.74
0.95
0.69
0.47
0.37
0.41
0.46
-2.26
-1.0300
Axis Floater Fund
1.01
0.54
0.74
0.45
-0.13
1.16
0.32
3.40
-0.4700