Top 10 Floater funds by 5-year CAGR
All 12 Regular-plan Floater schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 12 Regular-plan Floater schemes with enough history · Growth option · data as of 27 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Axis Floating Interest Rates Fund Axis | Floater | 6.7% | 5.3% | 7.8% | 2.7% | −1.3% | 0.47 | Moderate | ₹148 Cr |
| 2 | Aditya Birla Sun Life Floating Interest Rates Fund Aditya Birla Sun Life | Floater | 6.5% | 5.4% | 7.1% | 0.8% | −0.4% | 0.64 | Low to Moderate | ₹12,898 Cr |
| 3 | HDFC Floating Interest Rates Fund HDFC | Floater | 6.5% | 4.9% | 7.1% | 1.1% | −0.5% | 0.48 | Moderate | ₹15,471 Cr |
| 4 | SBI Floating Interest Rates Fund SBI | Floater | 6.5% | 6.0% | 7.2% | 0.9% | −0.6% | 0.67 | Low to Moderate | ₹670 Cr |
| 5 | Franklin India Floating Interest Rates Fund Franklin Templeton | Floater | 6.4% | 5.1% | 7.1% | 1.2% | −0.6% | 0.52 | Moderate | ₹249 Cr |
| 6 | ICICI Prudential Floating Interest Rates Fund ICICI Prudential | Floater | 6.2% | 4.9% | 6.8% | 1.1% | −1.0% | 0.29 | Low to Moderate | ₹8,066 Cr |
| 7 | Kotak Floating Interest Rates Fund Kotak Mahindra | Floater | 6.2% | 4.6% | 7.1% | 1.2% | −1.1% | 0.44 | Moderate | ₹3,083 Cr |
| 8 | Tata Floating Interest Rates Fund Tata | Floater | 6.2% | 4.9% | 6.8% | 1.3% | −0.6% | 0.21 | Low to Moderate | ₹119 Cr |
| 9 | BANDHAN FLOATING INTEREST RATES FUND Bandhan | Floater | 6.2% | 5.1% | 7.0% | 1.4% | −0.7% | 0.38 | Moderate | ₹220 Cr |
| 10 | Nippon India Floating Interest Rates Fund Nippon India | Floater | 6.2% | 4.0% | 6.9% | 1.4% | −0.6% | 0.25 | Moderate | ₹7,431 Cr |
| Category median | 6.2% | 5.0% | 7.1% | 1.2% | −0.6% | 0.41 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.