Nippon India Floating Rate Fund vs Tata Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Moderate |
Asset Size (Cr) | ₹7635 Cr | ₹146 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Sep 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 | Data not available./365 | Data not available./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% | 0.49% |
6 Month | 3.86% | 3.66% |
1 Year | 8.16% | 7.6% |
3 Year | 6.52% | 6.49% |
5 Year | 6.64% | - |
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 | 7.85% | 7.32% |
3 Year | 7.45% | 7.08% |
5 Year | 6.62% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.87% | 6.73% |
3 Year | 7.56% | 6.12% |
5 Year | 7.69% | - |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.91% | 0.576% |
Sharp | 0.05% | 0.179% |
Beta | 1.78% | 2.107% |
Alpha | 3.61% | -0.331% |
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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 | 99.97 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 99.97 | 30.11 |
Construction | - | 6.18 |
Financial | - | 63.71 |
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