Nippon India Floating Rate Fund vs Tata Floating Rate Fund compare

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹7813 Cr ₹209 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2004 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Short-Term Bond Index
Turn Over 119% 26.23%
Expense Ratio 0.6 0.73
Manager Anju Chhajer Akhil Mittal
ISIN Code INF204K01CG1 INF277KA1091
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.66% 0.69%
6 Month 4.41% 3.78%
1 Year 8.29% 7.22%
3 Year 6.17% 5.82%
5 Year 6.81% -

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 3.42% 3.21%
3 Year 9.82% 9.62%
5 Year 16.51% 9.62%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 7.9% 6.6%
3 Year 7.65% 5.83%
5 Year 7.73% -

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.91% 0.66%
Sharp 0.05% -
Beta 1.78% -
Alpha 3.61% -

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Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Name Anju Chhajer Akhil Mittal
Total AUM ₹71679 Cr ₹4981 Cr
Fund Manage 13 4
Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100.01 100

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 7.57 30.11
Sovereign 16.96 -
Construction 2.78 6.18
Financial 62.17 63.71
Automobile 1.57 -
Communication 4.53 -
Capital Goods 3.41 -
Energy 1.02 -

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