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Franklin India Floating Rate Fund

Franklin India Floating Rate Fund

Fund Overview

AUM (Fund size) ₹327 Cr
Exit load 0%
Lock-in Period Nil
Age 24 yrs 7 m since Apr 23, 2001
Benchmark NIFTY SD Debt Index A-II
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 0.98% as on Oct 31, 2025
Plan type Regular
Risk Low to Moderate
Tax on your gains Profits are added to your income and taxed as per your slab rate

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Franklin India Floating Rate Fund 0.43% 2.49% 7.87% 7.81% 6.15% 6.32%
UTI Floater Fund 0.45% 2.59% 7.21% 7.0% 5.51% 4.35%
HDFC Floating Rate Debt Fund 0.54% 2.97% 7.94% 7.94% 6.54% 7.33%
Aditya Birla Sun Life Floating Rate Fund 0.61% 3.21% 7.83% 7.75% 6.28% 7.28%
Aditya Birla Sun Life Floating Rate Fund 0.61% 3.21% 7.83% 7.75% 6.28% 7.28%
Fund Name Std. deviation Beta Sharpe Sortino
Franklin India Floating Rate Fund 0.97 2.20 1.41 1.82
UTI Floater Fund 0.59 1.39 0.92 1.28
HDFC Floating Rate Debt Fund 0.62 1.32 2.32 3.76
Aditya Birla Sun Life Floating Rate Fund 0.45 1.09 2.68 5.14
Aditya Birla Sun Life Floating Rate Fund 0.45 1.08 2.68 5.14
Fund Name AUM Fund Age Expense Ratio
Franklin India Floating Rate Fund 327 Cr 24 yrs 7 m 0.98%
UTI Floater Fund 1,504 Cr 7 yrs 1 m 0.85%
HDFC Floating Rate Debt Fund 15,549 Cr 18 yrs 1 m 0.49%
Aditya Birla Sun Life Floating Rate Fund 13,126 Cr 22 yrs 5 m 0.45%
Aditya Birla Sun Life Floating Rate Fund 13,126 Cr 16 yrs 8 m 0.45%

Best Mutual Funds for 2025

Mutual Fund AUM 1Y Returns 5Y Returns
Franklin India Banking & PSU Debt Fund 499 Cr 8.08% N.A
Franklin India Money Market Fund 4,440 Cr 7.5% N.A
Franklin India Liquid Fund 3,236 Cr 6.68% N.A
Franklin India Overnight Fund 615 Cr 5.91% N.A
Franklin India Government Securities Fund 173 Cr 5.59% N.A