- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Floating Rate Fund vs Tata Floating Rate Fund compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate 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 | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate Risk | Low to Moderate Risk | Moderate |
| Asset Size (Cr) | ₹13176 Cr | ₹13176 Cr | ₹146 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 07 Jul 2021 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt | CRISIL Short-Term Bond Index |
| Turn Over | 45% | 16% | 26.23% |
| Expense Ratio | 0.44 | 0.44 | 0.73 |
| Manager | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF277KA1091 |
| 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 | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.63% | 0.63% | 0.49% |
| 6 Month | 3.74% | 3.74% | 3.66% |
| 1 Year | 7.95% | 7.95% | 7.6% |
| 3 Year | 6.89% | 6.89% | 6.49% |
| 5 Year | 6.41% | 6.41% | - |
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 | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 7.57% | 7.57% | 7.32% |
| 3 Year | 7.45% | 7.45% | 7.08% |
| 5 Year | 6.68% | 6.68% | - |
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 | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.44% | 8.44% | 6.73% |
| 3 Year | 8.13% | 8.13% | 6.12% |
| 5 Year | 8.39% | 8.39% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.7% | 0.7% | 0.576% |
| Sharp | 0.61% | 0.61% | 0.179% |
| Beta | 1.39% | 1.39% | 2.107% |
| Alpha | 3.21% | 3.21% | -0.331% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| Total AUM | ₹361932 Cr | ₹361932 Cr | ₹4981 Cr |
| Fund Manage | 55 | 55 | 4 |
| Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate 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 |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100.79 | 100.79 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100.79 | 100.79 | 30.11 |
| Construction | - | - | 6.18 |
| Financial | - | - | 63.71 |
Top Comparisons
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns5.48%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.5%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns17.97%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns14.5%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns13.38%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns13.85%
360 ONE FlexiCap Fund Regular - Growth
3Y Returns0%
