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
| 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 | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹12391 Cr | ₹12391 Cr | ₹209 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 01 Jun 2003 | 01 Jun 2003 | 07 Jul 2021 |
| Category | Floater | Floater | Floater |
| Fund Type | 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 | 0.46 | 0.46 | 0.73 |
| Manager | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF277KA1091 |
| Exits Load | Nil/365 | Nil/365 | Nil/365 |
| 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 | 0.57% | 0.57% | 0.69% |
| 6 Month | 3.99% | 3.99% | 3.78% |
| 1 Year | 7.62% | 7.62% | 7.22% |
| 3 Year | 6.13% | 6.13% | 5.82% |
| 5 Year | 6.43% | 6.43% | - |
| 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 | 3.47% | 3.47% | 3.21% |
| 3 Year | 10.37% | 10.37% | 9.62% |
| 5 Year | 16.77% | 16.77% | 9.62% |
| 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 | 5.68% | 5.68% | 5.03% |
| 3 Year | 13.57% | 13.57% | 9.93% |
| 5 Year | 17.2% | 17.2% | 9.93% |
| 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% | 0.66% |
| Sharp | 0.61% | 0.61% | - |
| Beta | 1.39% | 1.39% | - |
| Alpha | 3.21% | 3.21% | - |
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| 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 |
| 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 | 76.77 | 99.92 | 100 |
| 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 |
|---|---|---|---|
| Sovereign | 15.06 | 12.63 | - |
| Financial | 57.82 | 75.21 | 63.71 |
| Others | 3.89 | 2.82 | 30.11 |
| Energy | - | 3.81 | - |
| Construction | - | 5.12 | 6.18 |
| Capital Goods | - | 0.33 | - |
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