Axis Floater Fund vs Nippon India Floating Rate Fund compare

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7813 Cr ₹256 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2004 26 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Low Duration Debt
Turn Over 119% 119%
Expense Ratio 0.6 0.54
Manager Anju Chhajer Hardik Shah
ISIN Code INF204K01CG1 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.65% 1.03%
6 Month 4.13% 4.91%
1 Year 7.74% 9.2%
3 Year 5.74% 6.41%
5 Year 6.77% -

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.42% 3.99%
3 Year 9.82% 10.36%
5 Year 16.51% 10.36%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 5.92% 5.49%
3 Year 13.37% 10.99%
5 Year 16.94% 10.99%

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.91% 1.36%
Sharp 0.05% -
Beta 1.78% -
Alpha 3.61% -

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Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth
Name Anju Chhajer Hardik Shah
Total AUM ₹71679 Cr ₹0 Cr
Fund Manage 13 12
Nippon India Floating Rate Fund - Growth Plan-Growth Option Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100.01 100.01

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Axis Floater Fund - Regular Plan - Growth

Sovereign 16.96 -
Financial 62.17 -
Capital Goods 3.41 -
Others 7.57 0.47
Communication 4.53 -
Automobile 1.57 -
Energy 1.02 -
Construction 2.78 3.95

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