Nippon India Floating Rate Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate Risk | Low to Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹7635 Cr | ₹13176 Cr | ₹13176 Cr |
Min Investment | ₹5000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 02 Sep 2004 | 30 Mar 2009 | 30 Mar 2009 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 119% | 45% | 16% |
Expense Ratio | 0.6 | 0.44 | 0.44 |
Manager | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF204K01CG1 | INF209K01MG9 | INF209K01MG9 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 0.66% | 0.63% | 0.63% |
6 Month | 3.86% | 3.74% | 3.74% |
1 Year | 8.16% | 7.95% | 7.95% |
3 Year | 6.53% | 6.89% | 6.89% |
5 Year | 6.64% | 6.41% | 6.41% |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 7.85% | 7.57% | 7.57% |
3 Year | 7.45% | 7.45% | 7.45% |
5 Year | 6.62% | 6.68% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.87% | 8.44% | 8.44% |
3 Year | 7.56% | 8.13% | 8.13% |
5 Year | 7.69% | 8.39% | 8.39% |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 0.91% | 0.7% | 0.7% |
Sharp | 0.05% | 0.61% | 0.61% |
Beta | 1.78% | 1.39% | 1.39% |
Alpha | 3.61% | 3.21% | 3.21% |
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Fund Managers
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Name | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹71679 Cr | ₹361932 Cr | ₹361932 Cr |
Fund Manage | 13 | 55 | 55 |
Nippon India Floating Rate Fund - Growth Plan-Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 99.97 | 100.79 | 100.79 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
---|---|---|---|
Others | 99.97 | 100.79 | 100.79 |
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