Aditya Birla Sun Life Floating Rate Fund vs Nippon India Floating Rate Fund compare

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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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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Chart Comparison

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

Overview

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹7813 Cr ₹12391 Cr ₹12391 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 27 Aug 2004 01 Jun 2003 01 Jun 2003
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 119% 45% 16%
Expense Ratio 0.6 0.46 0.46
Manager Anju Chhajer Dhaval Joshi Dhaval Joshi
ISIN Code INF204K01CG1 INF209K01MG9 INF209K01MG9
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Month 0.64% 0.56% 0.56%
6 Month 4.18% 4.01% 4.01%
1 Year 7.72% 7.6% 7.6%
3 Year 5.73% 6.11% 6.11%
5 Year 6.77% 6.43% 6.43%

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
6 Month - - -
1 Year 3.42% 3.47% 3.47%
3 Year 9.82% 10.37% 10.37%
5 Year 16.51% 16.77% 16.77%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Year 5.92% 5.68% 5.68%
3 Year 13.37% 13.57% 13.57%
5 Year 16.94% 17.2% 17.2%

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.91% 0.7% 0.7%
Sharp 0.05% 0.61% 0.61%
Beta 1.78% 1.39% 1.39%
Alpha 3.61% 3.21% 3.21%

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Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Name Anju Chhajer Dhaval Joshi Dhaval Joshi
Total AUM ₹71679 Cr ₹361932 Cr ₹361932 Cr
Fund Manage 13 55 55
Nippon India Floating Rate Fund - Growth Plan-Growth Option Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

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

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

Others 100.01 76.77 99.92

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

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

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

Sovereign 16.96 15.06 12.63
Financial 62.17 57.82 75.21
Capital Goods 3.41 - 0.33
Others 7.57 3.89 2.82
Communication 4.53 - -
Automobile 1.57 - -
Energy 1.02 - 3.81
Construction 2.78 - 5.12

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