The average 1 year return of Floater Mutual Funds is 8.23 % for regular funds and 8.66 % for direct funds. The average 3 year return is 6.3 % for regular funds and 6.72 % for direct funds. The average 1 year SIP return is -8.11 % for regular funds and -7.76 % for direct funds. The average 3 year SIP return is 1.61 % for regular funds and 2.02 % for direct funds. The average Sharpe Ratio is -0.63 and the average Standard Deviation is 0.95%.
Find the best Floater Mutual Funds for October 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 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 | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Floater Fund | 1 | |
9.30% | 6.64% | % | % | % | 9.68% | 7.04% | % | % | % | 1.67% | -0.31% | -0.75% | % | -0.01 | -0.03 | |
| Hdfc Floating Rate Debt Fund | 2 | |
8.41% | 6.66% | 6.74% | 7.02% | 7.43% | 8.66% | 6.91% | 6.98% | 7.24% | 7.62% | 0.86% | -0.21% | 0.00% | % | -0.08 | -0.25 | |
| Dsp Floater Fund | 3 | |
9.21% | 6.33% | % | % | % | 9.53% | 6.62% | % | % | % | 1.16% | -0.34% | -0.29% | % | -0.16 | -0.46 | |
| Sbi Floating Rate Debt Fund | 4 | |
8.23% | 6.50% | % | % | % | 8.45% | 6.71% | % | % | % | 0.84% | -0.14% | 0.00% | % | -0.14 | -0.41 | |
| Aditya Birla Sun Life Floating Rate Fund | 5 | |
8.02% | 6.57% | 6.44% | 6.88% | 7.39% | 8.26% | 6.81% | 6.66% | 7.11% | 7.63% | 0.65% | -0.09% | 0.00% | % | -0.14 | -0.42 | |
| Icici Prudential Floating Interest Fund | 6 | |
8.29% | 6.41% | 6.67% | 6.85% | 7.23% | 8.98% | 7.12% | 7.41% | 7.61% | 8.04% | 1.31% | -0.57% | -0.78% | % | -0.12 | -0.34 | |
| Franklin India Floating Rate Fund | 7 | |
8.27% | 6.36% | 5.80% | 6.15% | 6.14% | 9.06% | 7.12% | 6.55% | 6.84% | 6.88% | 0.84% | -0.08% | 0.00% | % | -0.21 | -0.63 | |
| Nippon India Floating Rate Fund | 8 | |
8.23% | 6.21% | 6.80% | 6.84% | 7.26% | 8.55% | 6.53% | 7.15% | 7.23% | 7.68% | 0.88% | -0.34% | 0.00% | % | -0.22 | -0.66 | |
| Kotak Floating Rate Fund | 9 | |
8.36% | 6.15% | 6.82% | % | % | 8.80% | 6.58% | 7.24% | % | % | 1.04% | -0.72% | 0.00% | % | -0.21 | -0.66 | |
| Tata Floating Rate Fund | 10 | |
7.60% | 6.19% | % | % | % | 8.08% | 6.65% | % | % | % | 0.64% | 0.00% | 0.00% | % | -0.30 | -0.96 | |
| Bandhan Floating Rate Fund | 11 | |
7.83% | 5.92% | % | % | % | 8.36% | 6.44% | % | % | % | 0.85% | -0.31% | 0.00% | % | -0.32 | -1.00 | |
| Uti Floater Fund | 12 | |
7.06% | 5.65% | 5.56% | % | % | 7.56% | 6.17% | 6.24% | % | % | 0.66% | -0.01% | 0.00% | % | -0.47 | -1.73 |
Return Calculated On: 22 November 2024
Ratios Calculated On: 31 October 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| 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 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Floating Rate Fund | 12,962.40 | 11,452.94 | 43,567.20 | 36,912.38 | 81,972.00 | 67,593.60 | 133,828.80 | 103,406.18 | 244,860.00 | 168,410.88 | ||
| DSP Floater Fund | 13,105.20 | 11,516.62 | 43,272.00 | 37,213.49 | ||||||||
| Franklin India Floating Rate Fund | 12,992.40 | 11,470.61 | 43,308.00 | 36,955.91 | 79,554.00 | 67,185.42 | 127,570.80 | 101,472.25 | 217,752.00 | 161,389.92 | 441,810.00 | 288,974.88 |
| Hdfc Floating Rate Debt Fund | 13,009.20 | 11,479.18 | 43,682.40 | 37,078.38 | 83,118.00 | 68,059.20 | 135,038.40 | 104,279.03 | 245,676.00 | 169,649.04 | 554,598.00 | 322,374.24 |
| Icici Prudential Floating Interest Fund | 12,994.80 | 11,479.08 | 43,372.80 | 37,085.15 | 82,854.00 | 67,941.78 | 133,534.80 | 103,942.36 | 241,104.00 | 168,416.88 | 543,870.00 | 318,203.82 |
| Bandhan Floating Rate Fund | 12,939.60 | 11,447.30 | 42,786.00 | 36,638.68 | ||||||||
| Kotak Floating Rate Fund | 13,003.20 | 11,492.63 | 43,059.60 | 36,919.94 | 83,442.00 | 67,717.02 | ||||||
| Nippon India Floating Rate Fund | 12,987.60 | 11,469.85 | 43,124.40 | 36,853.60 | 83,376.00 | 67,519.20 | 133,484.40 | 103,830.80 | 241,944.00 | 168,246.72 | 540,918.00 | 317,799.36 |
| SBI Floating Rate Debt Fund | 12,987.60 | 11,460.86 | 43,488.00 | 36,977.94 | ||||||||
| Tata Floating Rate Fund | 12,912.00 | 11,437.42 | 43,106.40 | 36,696.82 | ||||||||
| Uti Floater Fund | 12,847.20 | 11,390.05 | 42,451.20 | 36,432.90 | 78,654.00 | 66,103.44 | ||||||
| Axis Floater Fund | 13,116.00 | 11,470.90 | 43,660.80 | 37,066.82 | ||||||||
| 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 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life Floating Rate Fund | 12,991.20 | 11,465.94 | 43,866.00 | 37,044.68 | 82,830.00 | 67,992.72 | 135,870.00 | 104,267.60 | 250,416.00 | 170,521.44 | ||
| DSP Floater Fund | 13,143.60 | 11,533.36 | 43,628.40 | 37,378.12 | ||||||||
| Franklin India Floating Rate Fund | 13,087.20 | 11,514.62 | 44,247.60 | 37,384.49 | 82,380.00 | 68,489.82 | 133,501.20 | 104,191.92 | 233,352.00 | 167,588.28 | ||
| Hdfc Floating Rate Debt Fund | 13,039.20 | 11,493.23 | 43,984.80 | 37,214.39 | 84,066.00 | 68,490.18 | 137,004.00 | 105,182.70 | 250,020.00 | 171,623.04 | ||
| Icici Prudential Floating Interest Fund | 13,077.60 | 11,517.08 | 44,251.20 | 37,473.23 | 85,764.00 | 69,197.46 | 140,347.20 | 106,766.52 | 260,124.00 | 175,480.68 | ||
| Bandhan Floating Rate Fund | 13,003.20 | 11,476.57 | 43,412.40 | 36,922.46 | ||||||||
| Kotak Floating Rate Fund | 13,056.00 | 11,516.58 | 43,585.20 | 37,158.08 | 85,116.00 | 68,463.00 | ||||||
| Nippon India Floating Rate Fund | 13,026.00 | 11,487.25 | 43,527.60 | 37,030.57 | 84,750.00 | 68,095.44 | 136,911.60 | 105,184.46 | 251,460.00 | 171,734.28 | ||
| SBI Floating Rate Debt Fund | 13,014.00 | 11,472.90 | 43,747.20 | 37,096.13 | ||||||||
| Tata Floating Rate Fund | 12,969.60 | 11,464.21 | 43,671.60 | 36,950.00 | ||||||||
| Uti Floater Fund | 12,907.20 | 11,416.72 | 43,077.60 | 36,712.80 | 81,210.00 | 67,083.00 | ||||||
| Axis Floater Fund | 13,161.60 | 11,491.62 | 44,157.60 | 37,279.73 | ||||||||
| 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 | 0.65 | 0.52 |
| Dsp Floater Fund |
-0.29 | -0.34 | -0.17 | 1.16 | 0.86 |
| Franklin India Floating Rate Fund |
0.00 | -0.08 | -0.08 | 0.84 | 0.65 |
| Hdfc Floating Rate Debt Fund |
0.00 | -0.21 | -0.21 | 0.86 | 0.69 |
| Icici Prudential Floating Interest Fund |
-0.78 | -0.57 | -0.36 | 1.31 | 1.00 |
| Bandhan Floating Rate Fund |
0.00 | -0.31 | -0.31 | 0.85 | 0.63 |
| Kotak Floating Rate Fund |
0.00 | -0.72 | -0.72 | 1.04 | 0.87 |
| Nippon India Floating Rate Fund |
0.00 | -0.34 | -0.34 | 0.88 | 0.68 |
| Sbi Floating Rate Debt Fund |
0.00 | -0.14 | -0.14 | 0.84 | 0.64 |
| Tata Floating Rate Fund |
0.00 | 0.00 | 0.00 | 0.64 | 0.48 |
| Uti Floater Fund |
0.00 | -0.01 | -0.01 | 0.66 | 0.53 |
| Axis Floater Fund |
-0.75 | -0.31 | -0.19 | 1.67 | 1.14 |
| 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 |
-0.42
|
-0.14
|
0.65
|
0.43
|
|
|
|
|
|
|
| Dsp Floater Fund |
-0.46
|
-0.16
|
0.60
|
0.38
|
|
|
|
|
|
|
| Franklin India Floating Rate Fund |
-0.63
|
-0.21
|
0.62
|
0.43
|
|
|
|
|
|
|
| Hdfc Floating Rate Debt Fund |
-0.25
|
-0.08
|
0.64
|
0.43
|
|
|
|
|
|
|
| Icici Prudential Floating Interest Fund |
-0.34
|
-0.12
|
0.60
|
0.43
|
|
|
|
|
|
|
| Bandhan Floating Rate Fund |
-1.00
|
-0.32
|
0.57
|
0.45
|
|
|
|
|
|
|
| Kotak Floating Rate Fund |
-0.66
|
-0.21
|
0.57
|
0.49
|
|
|
|
|
|
|
| Nippon India Floating Rate Fund |
-0.66
|
-0.22
|
0.60
|
0.46
|
|
|
|
|
|
|
| Sbi Floating Rate Debt Fund |
-0.41
|
-0.14
|
0.63
|
0.41
|
|
|
|
|
|
|
| Tata Floating Rate Fund |
-0.96
|
-0.30
|
0.62
|
0.38
|
|
|
|
|
|
|
| Uti Floater Fund |
-1.73
|
-0.47
|
0.56
|
0.37
|
|
|
|
|
|
|
| Axis Floater Fund |
-0.03
|
-0.01
|
0.66
|
0.39
|
|
|
|
|
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Floating Rate Fund |
0.01%
|
0.12%
|
0.63%
|
1.98%
|
3.96%
|
8.02%
|
6.57%
|
6.44%
|
6.88%
|
7.39%
|
%
|
| DSP Floater Fund |
-0.04%
|
0.14%
|
0.55%
|
2.00%
|
4.73%
|
9.21%
|
6.33%
|
%
|
%
|
%
|
%
|
| Franklin India Floating Rate Fund |
-0.02%
|
0.08%
|
0.62%
|
1.71%
|
4.22%
|
8.27%
|
6.36%
|
5.80%
|
6.15%
|
6.14%
|
6.17%
|
| Hdfc Floating Rate Debt Fund |
0.00%
|
0.10%
|
0.66%
|
1.91%
|
4.27%
|
8.41%
|
6.66%
|
6.74%
|
7.02%
|
7.43%
|
7.79%
|
| Icici Prudential Floating Interest Fund |
0.00%
|
0.08%
|
0.71%
|
1.87%
|
4.30%
|
8.29%
|
6.41%
|
6.67%
|
6.85%
|
7.23%
|
7.65%
|
| Bandhan Floating Rate Fund |
0.00%
|
0.14%
|
0.50%
|
1.82%
|
4.08%
|
7.83%
|
5.92%
|
%
|
%
|
%
|
%
|
| Kotak Floating Rate Fund |
-0.01%
|
0.09%
|
0.67%
|
2.09%
|
4.48%
|
8.36%
|
6.15%
|
6.82%
|
%
|
%
|
%
|
| Nippon India Floating Rate Fund |
0.00%
|
0.12%
|
0.54%
|
2.05%
|
4.20%
|
8.23%
|
6.21%
|
6.80%
|
6.84%
|
7.26%
|
7.61%
|
| SBI Floating Rate Debt Fund |
-0.02%
|
0.06%
|
0.50%
|
1.70%
|
4.07%
|
8.23%
|
6.50%
|
%
|
%
|
%
|
%
|
| Tata Floating Rate Fund |
0.01%
|
0.10%
|
0.44%
|
1.95%
|
3.91%
|
7.60%
|
6.19%
|
%
|
%
|
%
|
%
|
| Uti Floater Fund |
0.01%
|
0.11%
|
0.51%
|
1.69%
|
3.39%
|
7.06%
|
5.65%
|
5.56%
|
%
|
%
|
%
|
| Axis Floater Fund |
-0.03%
|
0.03%
|
-0.15%
|
1.28%
|
4.19%
|
9.30%
|
6.64%
|
%
|
%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Floating Rate Fund |
0.01%
|
0.13%
|
0.65%
|
2.03%
|
4.07%
|
8.26%
|
6.81%
|
6.66%
|
7.11%
|
7.63%
|
%
|
| DSP Floater Fund |
-0.04%
|
0.14%
|
0.58%
|
2.07%
|
4.87%
|
9.53%
|
6.62%
|
%
|
%
|
%
|
%
|
| Franklin India Floating Rate Fund |
-0.02%
|
0.09%
|
0.68%
|
1.90%
|
4.60%
|
9.06%
|
7.12%
|
6.55%
|
6.84%
|
6.88%
|
%
|
| Hdfc Floating Rate Debt Fund |
0.00%
|
0.11%
|
0.68%
|
1.97%
|
4.39%
|
8.66%
|
6.91%
|
6.98%
|
7.24%
|
7.62%
|
%
|
| Icici Prudential Floating Interest Fund |
0.00%
|
0.09%
|
0.76%
|
2.03%
|
4.64%
|
8.98%
|
7.12%
|
7.41%
|
7.61%
|
8.04%
|
%
|
| Bandhan Floating Rate Fund |
0.00%
|
0.15%
|
0.54%
|
1.94%
|
4.33%
|
8.36%
|
6.44%
|
%
|
%
|
%
|
%
|
| Kotak Floating Rate Fund |
-0.01%
|
0.10%
|
0.70%
|
2.20%
|
4.69%
|
8.80%
|
6.58%
|
7.24%
|
%
|
%
|
%
|
| Nippon India Floating Rate Fund |
0.00%
|
0.13%
|
0.56%
|
2.12%
|
4.35%
|
8.55%
|
6.53%
|
7.15%
|
7.23%
|
7.68%
|
%
|
| SBI Floating Rate Debt Fund |
-0.02%
|
0.07%
|
0.52%
|
1.76%
|
4.17%
|
8.45%
|
6.71%
|
%
|
%
|
%
|
%
|
| Tata Floating Rate Fund |
0.01%
|
0.11%
|
0.48%
|
2.07%
|
4.15%
|
8.08%
|
6.65%
|
%
|
%
|
%
|
%
|
| Uti Floater Fund |
0.01%
|
0.12%
|
0.55%
|
1.80%
|
3.62%
|
7.56%
|
6.17%
|
6.24%
|
%
|
%
|
%
|
| Axis Floater Fund |
-0.03%
|
0.04%
|
-0.12%
|
1.37%
|
4.37%
|
9.68%
|
7.04%
|
%
|
%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Floating Rate Fund |
-8.28%
|
1.63%
|
4.70%
|
5.84%
|
6.59%
|
%
|
| DSP Floater Fund |
-7.33%
|
2.16%
|
%
|
%
|
%
|
%
|
| Franklin India Floating Rate Fund |
-8.01%
|
1.70%
|
4.46%
|
5.31%
|
5.77%
|
6.02%
|
| Hdfc Floating Rate Debt Fund |
-7.89%
|
1.92%
|
4.98%
|
6.08%
|
6.73%
|
7.36%
|
| Icici Prudential Floating Interest Fund |
-7.89%
|
1.93%
|
4.91%
|
5.99%
|
6.59%
|
7.20%
|
| Bandhan Floating Rate Fund |
-8.36%
|
1.14%
|
%
|
%
|
%
|
%
|
| Kotak Floating Rate Fund |
-7.68%
|
1.64%
|
4.78%
|
%
|
%
|
%
|
| Nippon India Floating Rate Fund |
-8.03%
|
1.52%
|
4.66%
|
5.96%
|
6.57%
|
7.18%
|
| SBI Floating Rate Debt Fund |
-8.16%
|
1.74%
|
%
|
%
|
%
|
%
|
| Tata Floating Rate Fund |
-8.51%
|
1.25%
|
%
|
%
|
%
|
%
|
| Uti Floater Fund |
-9.22%
|
0.78%
|
3.82%
|
%
|
%
|
%
|
| Axis Floater Fund |
-8.01%
|
1.90%
|
%
|
%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Floating Rate Fund |
-8.08%
|
1.86%
|
4.94%
|
6.07%
|
6.83%
|
%
|
| DSP Floater Fund |
-7.07%
|
2.45%
|
%
|
%
|
%
|
%
|
| Franklin India Floating Rate Fund |
-7.36%
|
2.46%
|
5.23%
|
6.05%
|
6.49%
|
%
|
| Hdfc Floating Rate Debt Fund |
-7.68%
|
2.16%
|
5.23%
|
6.32%
|
6.95%
|
%
|
| Icici Prudential Floating Interest Fund |
-7.32%
|
2.61%
|
5.63%
|
6.74%
|
7.37%
|
%
|
| Bandhan Floating Rate Fund |
-7.92%
|
1.65%
|
%
|
%
|
%
|
%
|
| Kotak Floating Rate Fund |
-7.33%
|
2.06%
|
5.21%
|
%
|
%
|
%
|
| Nippon India Floating Rate Fund |
-7.77%
|
1.84%
|
5.00%
|
6.32%
|
6.96%
|
%
|
| SBI Floating Rate Debt Fund |
-7.98%
|
1.95%
|
%
|
%
|
%
|
%
|
| Tata Floating Rate Fund |
-8.11%
|
1.69%
|
%
|
%
|
%
|
%
|
| Uti Floater Fund |
-8.82%
|
1.27%
|
4.40%
|
%
|
%
|
%
|
| Axis Floater Fund |
-7.70%
|
2.27%
|
%
|
%
|
%
|
%
|