Floater Mutual Fund Ranking

Ranked On: 28 June 2024

Fund Name	BMSMONEY Rank	1Y (R)	3Y (R)	5Y (R)	7Y (R)	10Y (R)	1Y (D)	3Y (D)	5Y (D)	7Y (D)	10Y (D)	Std. Dev.	Max Drawdown	VaR _{1Y 95%}	Jensen's Alpha	Sortino Ratio	Sharpe Ratio
Hdfc Floating Rate Debt Fund	1	7.98%	6.22%	6.77%	6.94%	7.47%	8.23%	6.46%	7.01%	7.16%	7.65%	0.84%	-0.21%	0.00%	%	-0.32	-1.07
Sbi Floating Rate Debt Fund	2	8.39%	6.17%	%	%	%	8.60%	6.38%	%	%	%	0.84%	-0.14%	0.00%	%	-0.36	-1.16
Dsp Floater Fund	3	8.59%	6.03%	%	%	%	8.91%	6.32%	%	%	%	1.10%	-0.34%	-0.29%	%	-0.32	-1.02
Icici Prudential Floating Interest Fund	4	7.87%	6.06%	6.73%	6.72%	7.26%	8.56%	6.78%	7.47%	7.50%	8.08%	1.34%	-0.57%	-0.78%	%	-0.26	-0.79
Aditya Birla Sun Life Floating Rate Fund	5	7.61%	6.09%	6.49%	6.80%	7.45%	7.85%	6.32%	6.72%	7.04%	7.69%	0.68%	-0.09%	0.00%	%	-0.41	-1.42
Franklin India Floating Rate Fund	6	7.91%	5.90%	5.77%	6.05%	6.10%	8.68%	6.65%	6.49%	6.73%	6.85%	0.79%	-0.08%	0.00%	%	-0.44	-1.60
Kotak Floating Rate Fund	7	7.72%	5.76%	6.61%	%	%	8.16%	6.19%	7.02%	%	%	1.03%	-0.72%	0.00%	%	-0.36	-1.25
Nippon India Floating Rate Fund	8	7.54%	5.69%	6.80%	6.70%	7.34%	7.85%	6.02%	7.16%	7.10%	7.77%	0.89%	-0.34%	0.00%	%	-0.43	-1.50
Tata Floating Rate Fund	9	7.14%	5.73%	%	%	%	7.58%	6.19%	%	%	%	0.61%	0.00%	0.00%	%	-0.59	-2.36
Bandhan Floating Rate Fund	10	7.20%	5.43%	%	%	%	7.71%	5.95%	%	%	%	0.79%	-0.31%	0.00%	%	-0.56	-2.16
Uti Floater Fund	11	6.77%	5.29%	5.60%	%	%	7.30%	5.83%	6.31%	%	%	0.68%	-0.01%	0.00%	%	-0.61	-2.55

Return Calculated On: 26 July 2024

Ratios Calculated On: 28 June 2024

Performance Indicators

Select Parameter:

LumpSum Investment Value Chart

SIP vs Lumpsum Investment (R) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart

Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Floating Rate Fund	12,913.20	12,508.75	42,980.40	40,054.25	82,176.00	68,094.84	133,131.60	103,873.31	246,156.00	169,065.00
DSP Floater Fund	13,030.80	12,584.20	42,915.60	40,236.30
Franklin India Floating Rate Fund	12,949.20	12,541.32	42,757.20	40,079.74	79,410.00	67,581.48	126,714.00	101,743.24	216,912.00	161,330.64	434,160.00	287,808.12
HDFC Floating Rate Debt Fund	12,957.60	12,539.02	43,142.40	40,207.03	83,250.00	68,538.36	134,349.60	104,663.75	246,564.00	170,099.40	548,910.00	319,885.38
ICICI Prudential Floating Interest Fund	12,944.40	12,530.34	42,951.60	40,182.48	83,076.00	68,430.42	132,468.00	104,275.50	241,920.00	168,792.24	5,379,444.00	422,670.24
Bandhan Floating Rate Fund	12,864.00	12,501.07	42,192.00	39,708.29
Kotak Floating Rate Fund	12,926.40	12,526.93	42,591.60	39,916.69	82,632.00	68,087.10
Nippon India Floating Rate Fund	12,904.80	12,513.70	42,498.00	39,898.58	83,382.00	68,000.82	132,266.40	104,098.18	243,660.00	168,586.92	534,852.00	315,103.68
SBI Floating Rate Debt Fund	13,006.80	12,551.46	43,084.80	40,178.12
Tata Floating Rate Fund	12,856.80	12,475.91	42,552.00	39,774.46
UTI Floater Fund	12,812.40	12,448.03	42,019.20	39,564.83	78,780.00	66,687.78
Axis Floater Fund	13,028.40	12,624.82

Fund Name	1Y _{Invested Amount: 12,000}		3Y _{Invested Amount: 36,000}		5Y _{Invested Amount: 60,000}		7Y _{Invested Amount: 84,000}		10Y _{Invested Amount: 1,20,000}		15Y _{Invested Amount: 1,80,000}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Floating Rate Fund	12,942.00	12,524.09	43,272.00	40,198.57	83,040.00	68,480.70	135,206.40	104,724.82	251,772.00	171,175.20
DSP Floater Fund	13,069.20	12,604.34	43,268.40	40,413.56
Franklin India Floating Rate Fund	13,041.60	12,590.95	43,675.20	40,538.30	82,170.00	68,831.58	132,552.00	104,380.58	232,728.00	167,448.72
HDFC Floating Rate Debt Fund	12,987.60	12,555.11	43,441.20	40,353.41	84,174.00	68,953.08	136,264.80	105,540.54	250,764.00	172,017.72
ICICI Prudential Floating Interest Fund	13,027.20	12,573.96	43,833.60	40,604.65	86,022.00	69,656.94	139,314.00	107,079.08	261,096.00	175,889.52
Bandhan Floating Rate Fund	12,925.20	12,534.14	42,811.20	40,012.60
Kotak Floating Rate Fund	12,979.20	12,554.45	43,110.00	40,172.94	84,234.00	68,806.20
Nippon India Floating Rate Fund	12,942.00	12,533.34	42,901.20	40,091.40	84,804.00	68,567.10	135,744.00	105,455.11	253,500.00	172,114.44
SBI Floating Rate Debt Fund	13,032.00	12,565.01	43,344.00	40,305.10
Tata Floating Rate Fund	12,909.60	12,504.86	43,106.40	40,042.48
UTI Floater Fund	12,876.00	12,481.27	42,667.20	39,876.98	81,474.00	67,684.56
Axis Floater Fund	13,074.00	12,648.88

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Aditya Birla Sun Life Floating Rate Fund	0.00	-0.09	-0.09	0.68	0.55
Dsp Floater Fund	-0.29	-0.34	-0.17	1.10	0.82
Franklin India Floating Rate Fund	0.00	-0.08	-0.08	0.79	0.62
Hdfc Floating Rate Debt Fund	0.00	-0.21	-0.21	0.84	0.67
Icici Prudential Floating Interest Fund	-0.78	-0.57	-0.36	1.34	1.00
Bandhan Floating Rate Fund	0.00	-0.31	-0.31	0.79	0.60
Kotak Floating Rate Fund	0.00	-0.72	-0.72	1.03	0.85
Nippon India Floating Rate Fund	0.00	-0.34	-0.34	0.89	0.68
Sbi Floating Rate Debt Fund	0.00	-0.14	-0.14	0.84	0.63
Tata Floating Rate Fund	0.00	0.00	0.00	0.61	0.45
Uti Floater Fund	0.00	-0.01	-0.01	0.68	0.53
Axis Floater Fund

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index
Aditya Birla Sun Life Floating Rate Fund	-1.42	-0.41	0.60	0.42
Dsp Floater Fund	-1.02	-0.32	0.57	0.38
Franklin India Floating Rate Fund	-1.60	-0.44	0.57	0.38
Hdfc Floating Rate Debt Fund	-1.07	-0.32	0.60	0.42
Icici Prudential Floating Interest Fund	-0.79	-0.26	0.56	0.42
Bandhan Floating Rate Fund	-2.16	-0.56	0.51	0.46
Kotak Floating Rate Fund	-1.25	-0.36	0.53	0.47
Nippon India Floating Rate Fund	-1.50	-0.43	0.55	0.46
Sbi Floating Rate Debt Fund	-1.16	-0.36	0.60	0.42
Tata Floating Rate Fund	-2.36	-0.59	0.55	0.37
Uti Floater Fund	-2.55	-0.61	0.52	0.36
Axis Floater Fund

As On: 26 July 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Floating Rate Fund	0.05%	0.11%	0.72%	1.89%	4.02%	7.61%	6.09%	6.49%	6.80%	7.45%	%
DSP Floater Fund	0.16%	0.26%	0.88%	2.45%	4.69%	8.59%	6.03%	%	%	%	%
Franklin India Floating Rate Fund	0.21%	0.25%	0.94%	2.12%	4.32%	7.91%	5.90%	5.77%	6.05%	6.10%	6.05%
HDFC Floating Rate Debt Fund	0.13%	0.18%	0.88%	2.09%	4.30%	7.98%	6.22%	6.77%	6.94%	7.47%	7.72%
ICICI Prudential Floating Interest Fund	0.17%	0.21%	0.88%	1.96%	4.32%	7.87%	6.06%	6.73%	6.72%	7.26%	25.42%
Bandhan Floating Rate Fund	0.06%	0.19%	0.86%	2.30%	3.85%	7.20%	5.43%	%	%	%	%
Kotak Floating Rate Fund	0.15%	0.19%	0.91%	2.13%	4.16%	7.72%	5.76%	6.61%	%	%	%
Nippon India Floating Rate Fund	0.09%	0.16%	0.81%	2.08%	4.09%	7.54%	5.69%	6.80%	6.70%	7.34%	7.53%
SBI Floating Rate Debt Fund	0.16%	0.23%	0.88%	2.21%	4.36%	8.39%	6.17%	%	%	%	%
Tata Floating Rate Fund	0.04%	0.13%	0.69%	1.92%	3.71%	7.14%	5.73%	%	%	%	%
UTI Floater Fund	0.01%	0.08%	0.61%	1.66%	3.46%	6.77%	5.29%	5.60%	%	%	%
Axis Floater Fund	0.06%	0.21%	0.91%	3.30%	4.92%	8.57%	%	%	%	%	%

As On: 26 July 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Floating Rate Fund	0.05%	0.11%	0.74%	1.94%	4.13%	7.85%	6.32%	6.72%	7.04%	7.69%	%
DSP Floater Fund	0.16%	0.27%	0.90%	2.51%	4.84%	8.91%	6.32%	%	%	%	%
Franklin India Floating Rate Fund	0.21%	0.26%	1.00%	2.30%	4.70%	8.68%	6.65%	6.49%	6.73%	6.85%	%
HDFC Floating Rate Debt Fund	0.13%	0.18%	0.90%	2.14%	4.42%	8.23%	6.46%	7.01%	7.16%	7.65%	%
ICICI Prudential Floating Interest Fund	0.17%	0.22%	0.94%	2.13%	4.65%	8.56%	6.78%	7.47%	7.50%	8.08%	%
Bandhan Floating Rate Fund	0.07%	0.20%	0.90%	2.42%	4.10%	7.71%	5.95%	%	%	%	%
Kotak Floating Rate Fund	0.15%	0.19%	0.95%	2.22%	4.36%	8.16%	6.19%	7.02%	%	%	%
Nippon India Floating Rate Fund	0.09%	0.17%	0.84%	2.15%	4.23%	7.85%	6.02%	7.16%	7.10%	7.77%	%
SBI Floating Rate Debt Fund	0.16%	0.23%	0.90%	2.26%	4.46%	8.60%	6.38%	%	%	%	%
Tata Floating Rate Fund	0.04%	0.13%	0.72%	2.02%	3.93%	7.58%	6.19%	%	%	%	%
UTI Floater Fund	0.01%	0.08%	0.65%	1.78%	3.71%	7.30%	5.83%	6.31%	%	%	%
Axis Floater Fund	0.06%	0.22%	0.93%	3.38%	5.10%	8.95%	%	%	%	%	%

As On: 26 July 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Floating Rate Fund	7.95%	7.05%	5.00%	5.97%	6.67%	%
DSP Floater Fund	9.14%	7.36%	%	%	%	%
Franklin India Floating Rate Fund	8.46%	7.09%	4.70%	5.39%	5.77%	5.98%
HDFC Floating Rate Debt Fund	8.43%	7.31%	5.26%	6.19%	6.78%	7.27%
ICICI Prudential Floating Interest Fund	8.29%	7.27%	5.20%	6.08%	6.64%	10.60%
Bandhan Floating Rate Fund	7.83%	6.47%	%	%	%	%
Kotak Floating Rate Fund	8.24%	6.82%	5.00%	%	%	%
Nippon India Floating Rate Fund	8.03%	6.79%	4.95%	6.03%	6.61%	7.08%
SBI Floating Rate Debt Fund	8.62%	7.26%	%	%	%	%
Tata Floating Rate Fund	7.43%	6.58%	%	%	%	%
UTI Floater Fund	6.99%	6.23%	4.17%	%	%	%
Axis Floater Fund	9.79%	%	%	%	%	%

As On: 26 July 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Floating Rate Fund	8.19%	7.29%	5.23%	6.20%	6.90%	%
DSP Floater Fund	9.46%	7.65%	%	%	%	%
Franklin India Floating Rate Fund	9.25%	7.86%	5.43%	6.11%	6.48%	%
HDFC Floating Rate Debt Fund	8.68%	7.55%	5.50%	6.42%	7.00%	%
ICICI Prudential Floating Interest Fund	8.98%	7.97%	5.91%	6.83%	7.42%	%
Bandhan Floating Rate Fund	8.35%	6.98%	%	%	%	%
Kotak Floating Rate Fund	8.67%	7.25%	5.42%	%	%	%
Nippon India Floating Rate Fund	8.34%	7.11%	5.28%	6.40%	7.01%	%
SBI Floating Rate Debt Fund	8.84%	7.47%	%	%	%	%
Tata Floating Rate Fund	7.89%	7.03%	%	%	%	%
UTI Floater Fund	7.51%	6.75%	4.76%	%	%	%
Axis Floater Fund	10.17%	%	%	%	%	%

Floater Mutual Fund

Floater Mutual Fund Ranking (Best Floater Mutual Fund June 2024)

Floater Mutual Fund Performance Chart (Regular Plan)

Floater Mutual Fund Investment Value LumpSum Chart

Floater Mutual Fund Investment Value SIP vs LumpSum Chart (Regular Plan)

Floater Mutual Fund Investment Value SIP vs LumpSum Chart (Direct Plan)

Floater Mutual Fund Investment Value SIP vs LumpSum (Regular Plan)

Floater Mutual Fund Investment Value SIP vs LumpSum (Direct Plan)

Floater Mutual Fund Risk

Floater Mutual Fund Risk Adjusted Performance Measures

Floater Mutual Fund LumspSum Investment Return (Regular Plan)

As On: 26 July 2024

Floater Mutual Fund LumspSum Investment Return (Direct Plan)

As On: 26 July 2024

Floater Mutual Fund SIP Investment Return (Regular Plan)

As On: 26 July 2024

Floater Mutual Fund SIP Investment Return (Direct Plan)

As On: 26 July 2024