Overview / Mutual Fund Discovery / Open Ended Schemes ( Floating Rate )

Open Ended Schemes ( Floating Rate ) Mutual Funds in India

Quantitative risk-adjusted comparison across 44 AMFI-registered Open Ended Schemes ( Floating Rate ) schemes. Category Median 3Y CAGR: +1.41% p.a. • Category Median 3Y Sortino: -3.59.

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)

Category Rank Scheme Name AMC Plan 3Y CAGR 3Y Sortino Max Drawdown
#1 Tata Floating Rate Fund - Long Term Plan - Direct Plan- Growth (AMFI 119952) Tata Mutual Fund Direct Plan N/A 7993.34 0.00%
#2 Tata Floating Rate Fund - Long Term Plan- Regular Plan - Growth (AMFI 102155) Tata Mutual Fund Regular Plan +401.30% 6197.37 -0.74%
#3 Tata Floating Rate Fund - Regular Plan- Dividend (AMFI 102154) Tata Mutual Fund Regular Plan +365.54% 339.77 -20.34%
#4 LIC NOMURA MF Floating Rate Fund - Short Term Plan-Growth (AMFI 102268) LIC Mutual Fund Regular Plan +8.02% 19.13 -27.91%
#5 LIC NOMURA MF Floating Rate Fund - Short Term Plan - Direct Plan Growth option (AMFI 120320) LIC Mutual Fund Direct Plan N/A 16.15 -0.05%
#6 HSBC Floating Rate Fund - Long Term Plan - Growth Direct (AMFI 120054) HSBC Mutual Fund Direct Plan +9.01% 15.31 -0.21%
#7 HSBC Floating Rate Fund - Long Term - Growth (AMFI 102829) HSBC Mutual Fund Regular Plan +8.42% 11.16 -0.21%
#8 HSBC Floating Rate Fund - Long Term - Regular - Growth (AMFI 102827) HSBC Mutual Fund Regular Plan +7.82% 7.32 -0.21%
#9 OLD-SBI Magnum Income Fund - F R P - Long Term - Inst. (G) (AMFI 102507) SBI Mutual Fund Regular Plan N/A 2.87 -0.29%
#10 HDFC Floating Rate Income Fund - Direct Plan - Normal Dividend Option (AMFI 134209) HDFC Mutual Fund Direct Plan +7.77% 1.60 -0.91%
#11 HDFC Floating Rate Income Fund Long -Direct Plan - Growth Option (AMFI 119112) HDFC Mutual Fund Direct Plan +7.77% 1.60 -1.49%
#12 HDFC Floating Rate Income Fund - Regular Plan - Normal Dividend Option (AMFI 134210) HDFC Mutual Fund Regular Plan +7.72% 1.53 -0.91%
#13 HDFC Floating Rate Income Fund-Long Term Plan-GROWTH (AMFI 101671) HDFC Mutual Fund Regular Plan +7.72% 1.53 -1.49%
#14 SBI Magnum Income Fund - F R P - Long Term - Inst. (D) (AMFI 102508) SBI Mutual Fund Regular Plan N/A -0.84 -1.32%
#15 HSBC Floating Rate Fund - Long Term - Dividend - Monthly (AMFI 102831) HSBC Mutual Fund Regular Plan +4.14% -0.96 -6.19%
#16 HSBC Floating Rate Fund - Long Term - Inst -Dividend -Daily (AMFI 110015) HSBC Mutual Fund Regular Plan -0.62% -1.62 -4.88%
#17 HSBC Floating Rate Fund - Long Term Plan - Monthly Dividend Direct (AMFI 120052) HSBC Mutual Fund Direct Plan -0.49% -2.63 -2.47%
#18 HSBC Floating Rate Fund - Long Term - Regular - Dividend - Monthly (AMFI 102828) HSBC Mutual Fund Regular Plan -0.04% -2.96 -1.57%
#19 LIC NOMURA MF Floating Rate Fund - Short Term Plan - Direct Plan Daily Weekly Option (AMFI 120321) LIC Mutual Fund Direct Plan N/A -3.04 -1.98%
#20 HSBC Floating Rate Fund - Long Term - Regular - Dividend - Daily (AMFI 110016) HSBC Mutual Fund Regular Plan -0.04% -3.06 -3.57%
#21 HSBC Floating Rate Fund - Long Term - Dividend - Fortnightly (AMFI 106669) HSBC Mutual Fund Regular Plan -0.64% -3.53 -2.49%
#22 HDFC Floating Rate Income Fund Long -Direct Plan - Weekly Dividend Option (AMFI 119111) HDFC Mutual Fund Direct Plan +0.95% -3.59 -1.75%
#23 HDFC Floating Rate Income Fund-Long Term Plan-Weekly Dividend Option (AMFI 101670) HDFC Mutual Fund Regular Plan -0.12% -3.74 -2.02%
#24 LIC NOMURA MF Floating Rate Fund - Short Term Plan-Weekly Dividend (AMFI 102269) LIC Mutual Fund Regular Plan 0.00% -3.83 -28.02%
#25 HSBC Floating Rate Fund - Short Term - Inst. - Dividend - Monthly (AMFI 102838) HSBC Mutual Fund Regular Plan +1.30% -4.11 -0.78%
#26 HSBC Floating Rate Fund - Long Term Plan - Fortnightly Dividend Direct (AMFI 120053) HSBC Mutual Fund Direct Plan N/A -4.61 -0.44%
#27 HSBC Floating Rate Fund - Short Term - Inst. Plus - Growth (AMFI 102839) HSBC Mutual Fund Regular Plan +5.50% -5.33 -7.04%
#28 HSBC Floating Rate - Long Term Plan - Weekly Dividend Direct (AMFI 120055) HSBC Mutual Fund Direct Plan -0.03% -5.68 -0.42%
#29 Tata Floating Rate Fund - Long Term Plan - Direct Plan - Bonus/Dividend (AMFI 119951) Tata Mutual Fund Direct Plan N/A -5.74 -0.20%
#30 HSBC Floating Rate Fund - Long Term - Dividend - Weekly (AMFI 102830) HSBC Mutual Fund Regular Plan +0.03% -5.99 -0.44%
#31 HSBC Floating Rate Fund - Long Term - Regular - Dividend - weekly (AMFI 111759) HSBC Mutual Fund Regular Plan -0.01% -6.30 -0.41%
#32 HSBC Floating Rate Fund - Short Term - Inst. - Dividend - Weekly (AMFI 102837) HSBC Mutual Fund Regular Plan +1.51% -6.94 -0.22%
#33 HSBC Floating Rate Fund - Short Term - Inst. Plus - Dividend - Weekly (AMFI 102841) HSBC Mutual Fund Regular Plan N/A -7.62 -0.18%
#34 HSBC Floating Rate Fund - Short Term - Inst. - Growth (AMFI 102835) HSBC Mutual Fund Regular Plan +4.74% -8.77 0.00%
#35 HSBC Floating Rate Fund - Short Term - Regular - Growth (AMFI 102832) HSBC Mutual Fund Regular Plan +4.63% -9.16 0.00%
#36 HSBC Floating Rate Fund - Long Term - Dividend -Daily Direct (AMFI 122922) HSBC Mutual Fund Direct Plan N/A -9.17 -0.38%
#37 LIC NOMURA MF Floating Rate Fund - Short Term Plan - Daily Dividend (AMFI 112091) LIC Mutual Fund Regular Plan +0.83% -9.78 -0.76%
#38 HSBC Floating Rate Fund - Short Term - Regular - Dividend - Weekly (AMFI 102834) HSBC Mutual Fund Regular Plan +0.07% -10.20 -0.18%
#39 LIC NOMURA MF Floating Rate Fund - Short Term Plan - Direct Plan Daily Dividend Option (AMFI 120319) LIC Mutual Fund Direct Plan N/A -10.79 -0.08%
#40 HSBC Floating Rate Fund - Long Term -Dividend -Daily (AMFI 122923) HSBC Mutual Fund Regular Plan N/A -13.18 -0.21%

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