Aditya Birla Sun Life Floating Rate Fund vs Axis Floater Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹13142 Cr ₹13142 Cr ₹234 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 30 Mar 2009 30 Mar 2009 29 Jul 2021
Category Floater Floater Floater
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 45% 16% 119%
Expense Ratio 0.44 0.44 0.53
Manager Dhaval Joshi Dhaval Joshi Hardik Shah
ISIN Code INF209K01MG9 INF209K01MG9 INF846K012B8
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.59% 0.59% 0.83%
6 Month 4% 4% 4.45%
1 Year 8.05% 8.05% 9.28%
3 Year 6.65% 6.65% 6.87%
5 Year 6.46% 6.46% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month - - -
1 Year 7.73% 7.73% 8.59%
3 Year 7.38% 7.38% 7.9%
5 Year 6.62% 6.62% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 8.49% 8.49% 6.72%
3 Year 8.16% 8.16% 6.66%
5 Year 8.41% 8.41% -

Risk Management

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.7% 0.7% 1.36%
Sharp 0.61% 0.61% -
Beta 1.39% 1.39% -
Alpha 3.21% 3.21% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Name Dhaval Joshi Dhaval Joshi Hardik Shah
Total AUM ₹361932 Cr ₹361932 Cr ₹0 Cr
Fund Manage 55 55 12
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100.79 100.79 100.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100.79 100.79 0.47
Construction - - 3.95

Top Comparisons

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns6.23%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns14.01%

Compare Now

ICICI Prudential Liquid Fund - Growth ICICI Prudential Liquid Fund - Growth

3Y Returns6.31%

VS

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.37%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns14.75%

VS

Quant Large Cap Fund Regular - Growth Quant Large Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.69%

VS

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns6.77%

Compare Now
Request call back
Add to Cart Successfully