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Axis Floater Fund vs UTI compare
UTI - Floater Fund - Regular Plan - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1418 Cr | ₹234 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 30 Oct 2018 | 29 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 13% | 119% |
| Expense Ratio | 0.8 | 0.53 |
| Manager | Sudhir Agrawal | Hardik Shah |
| ISIN Code | INF789F1ACO4 | INF846K012B8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.17% | 3.06% |
| 6 Month | 3.83% | 4.2% |
| 1 Year | 7.29% | 10.76% |
| 3 Year | 6.37% | 7.81% |
| 5 Year | 5.74% | - |
SIP Return Analysis
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 3.16% |
| 1 Year | 7.33% | 10.15% |
| 3 Year | 6.96% | 8.87% |
| 5 Year | 6.03% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.66% | 6.87% |
| 3 Year | 5.02% | 6.76% |
| 5 Year | 5.73% | - |
Risk Management
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.515% | 1.645% |
| Sharp | -1% | 0.387% |
| Beta | 3.593% | 8.45% |
| Alpha | -1.074% | -1.036% |
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Fund Managers
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sudhir Agrawal | Hardik Shah |
| Total AUM | ₹7736 Cr | ₹0 Cr |
| Funds Managed | 6 | 12 |
| UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI - Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI - Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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