Axis Floater Fund vs Tata Floating Rate Fund compare
Tata Floating Rate Fund-Regular Plan-Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹146 Cr | ₹234 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 07 Jul 2021 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond Index | CRISIL Low Duration Debt |
Turn Over | 26.23% | 119% |
Expense Ratio | 0.73 | 0.53 |
Manager | Akhil Mittal | Hardik Shah |
ISIN Code | INF277KA1091 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.83% | 2.6% |
6 Month | 4.44% | 5.18% |
1 Year | 8.79% | 11.69% |
3 Year | 7.15% | 8.05% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.77% | 3.93% |
1 Year | 9.52% | 12.02% |
3 Year | 7.96% | 9.52% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.73% | 6.87% |
3 Year | 6.12% | 6.76% |
5 Year | - | - |
Risk Management
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.576% | 1.645% |
Sharp | 0.179% | 0.387% |
Beta | 2.107% | 8.45% |
Alpha | -0.331% | -1.036% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Akhil Mittal | Hardik Shah |
Total AUM | ₹4981 Cr | ₹0 Cr |
Funds Managed | 4 | 12 |
Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.88%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns11.59%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns13.73%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns11.52%
Invesco India Money Market Fund - Growth
3Y Returns6.67%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.74%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.29%