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) ₹13142 Cr ₹13142 Cr ₹1418 Cr
Min Investment ₹1000 ₹1000 ₹500
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000 ₹500
Launch Date 30 Mar 2009 30 Mar 2009 30 Oct 2018
Category Floater Floater Floater
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 45% 16% 13%
Expense Ratio 0.44 0.44 0.8
Manager Dhaval Joshi Dhaval Joshi Sudhir Agrawal
ISIN Code INF209K01MG9 INF209K01MG9 INF789F1ACO4
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 UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.59% 0.59% 0.53%
6 Month 4% 4% 3.44%
1 Year 8.05% 8.05% 7.06%
3 Year 6.65% 6.65% 5.77%
5 Year 6.46% 6.46% 5.6%

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 7.73% 7.73% 6.66%
3 Year 7.38% 7.38% 6.52%
5 Year 6.62% 6.62% 5.76%

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 8.49% 8.49% 6.43%
3 Year 8.16% 8.16% 4.91%
5 Year 8.41% 8.41% 5.75%

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 100.79 100.79 100.02

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 100.79 100.79 7.76
Financial - - 88.68
Capital Goods - - 3.58

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