HDFC Floating Rate Debt Fund vs Aditya Birla Sun Life Floating Rate Fund
Updated June 2026 · both Floater funds · metrics from AMFI NAVs
In short: HDFC Floating Rate Debt Fund has the higher 3-year return (+7.87%); Aditya Birla Sun Life Floating Rate Fund has the lower expense ratio (0.24%). This is analysis from past data, not a recommendation.
| Metric | HDFC Floating Rate Debt Fund | Aditya Birla Sun Life Floating Rate Fund |
|---|---|---|
| 1Y return | +5.98% | +5.97% |
| 3Y CAGR | +7.87% | +7.55% |
| 5Y CAGR | +6.83% | +6.64% |
| Sharpe ratio | - | - |
| Max drawdown | -0.5% | -0.4% |
| Volatility | 0.9% | 0.7% |
| Alpha | +0.53% | +0.27% |
| Expense ratio (Direct) | 0.27% | 0.24% |
| AUM | ₹16.6K Cr | ₹13.4K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
Aditya Birla Sun Life Floating Rate Fund has the lower Direct-plan expense ratio (0.24%), versus 0.27% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
HDFC Floating Rate Debt Fund has the higher 3-year CAGR (+7.87%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.