Axis Floater Fund vs Tata Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Tata 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 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 0.55% 0.64%
6 Month 3.9% 4.17%
1 Year 7.74% 9.25%
3 Year 6.39% 6.97%
5 Year - -

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 7.32% 7.65%
3 Year 7.01% 7.68%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.63% 6.72%
3 Year 5.86% 6.66%
5 Year - -

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.66% 1.36%
Sharp - -
Beta - -
Alpha - -

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 Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Name Akhil Mittal Hardik Shah
Total AUM ₹4981 Cr ₹0 Cr
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 30.11 0.47
Construction 6.18 3.95
Financial 63.71 -

Top Comparisons

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns12.79%

VS

HSBC Managed Solutions - Conservative - Growth HSBC Managed Solutions - Conservative - Growth

3Y Returns6.05%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns11.69%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns11.69%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns13.72%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns12.56%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.99%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.98%

Compare Now
Request call back
Add to Cart Successfully