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SBI Floating Interest Rates Fund vs Axis Floating Interest Rates Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • SBI Floating Interest Rates Fund
  • Axis Floating Interest Rates Fund
SBI Floating Interest Rates Fund compared with Axis Floating Interest Rates Fund
FundSBI Mutual FundSBI Floating Interest Rates FundFloater Fund · Direct planNAV ₹14.49Axis Mutual FundAxis Floating Interest Rates FundFloater Fund · Direct planNAV ₹1,426.67
Returns
1 year6.5%7.2% (best of these funds)
3 yearsa year7.4%8.3% (best of these funds)
5 yearsa year6.7%7.2% (best of these funds)
Risk
Volatilitya year0.9% (best of these funds)2.1%
Worst fall−0.6% (best of these funds)−1.3%
Best year9.2%12.8% (best of these funds)
Worst year3%3.4% (best of these funds)
Years in gain100%100%
Cost and size
Expense ratio0.27%0.23% (best of these funds)
Fund size₹688 Cr₹149 Cr
Minimum SIP₹500 (best of these funds)₹1,000
Lock-inNoneNone
Portfolio
In debt94.6%
In cash4.5%
Holdings18

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Biggest holdings

SBI Floating Interest Rates Fund

  • 6.84% State Government of Gujarat 203111.4%
  • 7.57% State Government of Gujarat 20317.4%
  • National Bank for Agriculture and Rural Development7.3%
  • Axis Bank Ltd7.1%
  • Sundaram Finance Ltd7%

As on 31 Aug 2026

Axis Floating Interest Rates Fund

Holdings are not available for this fund yet.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.