Nippon India Floating Rate Fund vs UTI compare

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

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

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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 UTI - Floater Fund - Regular Plan - Growth Option
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹7813 Cr ₹1382 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Aug 2004 05 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Low Duration Debt
Turn Over 119% 13%
Expense Ratio 0.6 0.84
Manager Anju Chhajer Sudhir Agrawal
ISIN Code INF204K01CG1 INF789F1ACO4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.43% 0.46%
6 Month 4.33% 3.53%
1 Year 8.21% 7.11%
3 Year 6.18% 5.63%
5 Year 6.82% 5.58%

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.44% 6.96%
3 Year 7.33% 6.53%
5 Year 6.6% 5.76%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 7.85% 6.43%
3 Year 7.58% 4.91%
5 Year 7.7% 5.75%

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.91% 0.68%
Sharp 0.05% -0.43%
Beta 1.78% 1.33%
Alpha 3.61% 2.38%

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Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Name Anju Chhajer Sudhir Agrawal
Total AUM ₹71679 Cr ₹7736 Cr
Fund Manage 13 6
Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100.01 100.02

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 7.57 7.76
Sovereign 16.96 -
Construction 2.78 -
Financial 62.17 88.68
Automobile 1.57 -
Communication 4.53 -
Capital Goods 3.41 3.58
Energy 1.02 -

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