Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Floater Fund vs Aditya Birla Sun Life Floating Rate Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

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 Axis Floater 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 Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹13176 Cr ₹13176 Cr ₹234 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 30 Mar 2009 30 Mar 2009 29 Jul 2021
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% 119%
Expense Ratio 0.44 0.44 0.53
Manager Dhaval Joshi Dhaval Joshi Hardik Shah
ISIN Code INF209K01MG9 INF209K01MG9 INF846K012B8
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 Axis Floater Fund - Regular Plan - Growth
1 Month 1.34% 1.34% 2.72%
6 Month 4.3% 4.3% 6%
1 Year 8.41% 8.41% 12.43%
3 Year 7.26% 7.26% 8.27%
5 Year 6.6% 6.6% -

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 Axis Floater Fund - Regular Plan - Growth
6 Month 2.42% 2.42% 3.93%
1 Year 8.81% 8.81% 12.02%
3 Year 7.99% 7.99% 9.52%
5 Year 7% 7% -

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 Axis Floater Fund - Regular Plan - Growth
1 Year 8.44% 8.44% 6.87%
3 Year 8.13% 8.13% 6.76%
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 Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.7% 0.7% 1.645%
Sharp 0.61% 0.61% 0.387%
Beta 1.39% 1.39% 8.45%
Alpha 3.21% 3.21% -1.036%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Name Dhaval Joshi Dhaval Joshi Hardik Shah
Total AUM ₹361932 Cr ₹361932 Cr ₹0 Cr
Funds Managed 55 55 12
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Axis Floater 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

Axis Floater Fund - Regular Plan - Growth

Others 100.72 100 100

Sector Allocation

Scheme Name

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

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

Axis Floater Fund - Regular Plan - Growth

Others 100.72 100 100

Top Comparisons

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns6.76%

VS

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.34%

Compare Now

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns19.62%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns19.89%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns20.47%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns14.82%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns14.94%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns12.54%

Compare Now
Add to Cart Successfully