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

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

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

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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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 Moderate
Asset Size (Cr) ₹12391 Cr ₹12391 Cr ₹256 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 Jun 2003 01 Jun 2003 26 Jul 2021
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 45% 16% 119%
Expense Ratio 0.46 0.46 0.54
Manager Dhaval Joshi Dhaval Joshi Hardik Shah
ISIN Code INF209K01MG9 INF209K01MG9 INF846K012B8
Exits Load Nil/365 Nil/365 Nil/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 0.57% 0.57% 1.03%
6 Month 3.99% 3.99% 4.91%
1 Year 7.62% 7.62% 9.2%
3 Year 6.13% 6.13% 6.41%
5 Year 6.43% 6.43% -

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 3.47% 3.47% 3.99%
3 Year 10.37% 10.37% 10.36%
5 Year 16.77% 16.77% 10.36%

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 5.68% 5.68% 5.49%
3 Year 13.57% 13.57% 10.99%
5 Year 17.2% 17.2% 10.99%

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% -

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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 76.77 99.92 100.01

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

Sovereign 15.06 12.63 -
Financial 57.82 75.21 -
Others 3.89 2.82 0.47
Energy - 3.81 -
Construction - 5.12 3.95
Capital Goods - 0.33 -

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