Bandhan Floating Rate Fund Regular vs UTI compare

Link copied to clipboard!

tortoise-icon Bandhan Floating Rate Fund Regular - Growth

Invest Now

tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
Fund Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹255 Cr ₹1382 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 18 Feb 2021 05 Oct 2018
Category Floater Floater
Fund Type Open-ended
Benchmark NIFTY Low Duration Debt TRI CRISIL Low Duration Debt
Turn Over % 13%
Expense Ratio 0.79 0.84
Manager Sreejith Balasubramanian Sudhir Agrawal
ISIN Code INF194KB1AP5 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.51% 0.48%
6 Month 4.29% 3.49%
1 Year 7.83% 7.04%
3 Year 5.92% 5.64%
5 Year - 5.56%

SIP Return Analysis

Scheme Name Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.12% 6.96%
3 Year 6.95% 6.53%
5 Year - 5.76%

Rolling Lumpsum Returns

Scheme Name Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.18% 6.43%
3 Year 5.29% 4.91%
5 Year - 5.75%

Risk Management

Scheme Name Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.79% 0.68%
Sharp -0.39% -0.43%
Beta 1.68% 1.33%
Alpha 3.06% 2.38%

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 Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option
Name Sreejith Balasubramanian Sudhir Agrawal
Total AUM ₹66149 Cr ₹7736 Cr
Fund Manage 14 6
Bandhan Floating Rate Fund Regular - Growth UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bandhan Floating Rate Fund Regular - Growth

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100.02

Sector Allocation

Scheme Name

Bandhan Floating Rate Fund Regular - Growth

UTI - Floater Fund - Regular Plan - Growth Option

Others 4.22 7.76
Sovereign 35.72 -
Financial 35.74 88.68
Consumer Staples 4.82 -
Communication 9.75 -
Construction 9.75 -
Capital Goods - 3.58

Top Comparisons

ICICI Prudential Corporate Bond Fund - Growth ICICI Prudential Corporate Bond Fund - Growth

3Y Returns6.45%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.29%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns8.9%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns6.28%

Compare Now

SBI Magnum Global Fund - Regular Plan -Growth SBI Magnum Global Fund - Regular Plan -Growth

3Y Returns7.87%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns10.87%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns16.47%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns14.09%

Compare Now
Request call back
Add to Cart Successfully