Aditya Birla Sun Life Floating Rate Fund vs UTI 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 UTI - Floater Fund - Regular Plan - Growth Option

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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 UTI - Floater Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹12391 Cr ₹12391 Cr ₹1382 Cr
Min Investment ₹1000 ₹1000 ₹500
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000 ₹500
Launch Date 01 Jun 2003 01 Jun 2003 05 Oct 2018
Category Floater Floater Floater
Fund Type Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 45% 16% 13%
Expense Ratio 0.46 0.46 0.84
Manager Dhaval Joshi Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01MG9 INF209K01MG9 INF789F1ACO4
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 UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.56% 0.56% 0.58%
6 Month 3.9% 3.9% 3.35%
1 Year 7.54% 7.54% 6.86%
3 Year 6.16% 6.16% 5.29%
5 Year 6.43% 6.43% 5.55%

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 UTI - Floater Fund - Regular Plan - Growth Option
6 Month - - -
1 Year 3.47% 3.47% 3.1%
3 Year 10.37% 10.37% 9.17%
5 Year 16.77% 16.77% 14.47%

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 UTI - Floater Fund - Regular Plan - Growth Option
1 Year 5.68% 5.68% 4.91%
3 Year 13.57% 13.57% 11.65%
5 Year 17.2% 17.2% 14.83%

Risk Management

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.7% 0.7% 0.68%
Sharp 0.61% 0.61% -0.43%
Beta 1.39% 1.39% 1.33%
Alpha 3.21% 3.21% 2.38%

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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 UTI - Floater Fund - Regular Plan - Growth Option
Name Dhaval Joshi Dhaval Joshi Sudhir Agrawal
Total AUM ₹361932 Cr ₹361932 Cr ₹7736 Cr
Fund Manage 55 55 6
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

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

UTI - Floater Fund - Regular Plan - Growth Option

Others 76.77 99.92 100.02

Sector Allocation

Scheme Name

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

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

UTI - Floater Fund - Regular Plan - Growth Option

Others 3.89 2.82 7.76
Sovereign 15.06 12.63 -
Financial 57.82 75.21 88.68
Energy - 3.81 -
Construction - 5.12 -
Capital Goods - 0.33 3.58

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