Nippon India Floating Rate Fund vs UTI compare

Link copied to clipboard!

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

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 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) ₹7822 Cr ₹1418 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Sep 2004 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Low Duration Debt
Turn Over 119% 13%
Expense Ratio 0.6 0.8
Manager Anju Chhajer Sudhir Agrawal
ISIN Code INF204K01CG1 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.67% 0.57%
6 Month 4.32% 3.48%
1 Year 8.37% 7.1%
3 Year 6.3% 5.76%
5 Year 6.81% 5.62%

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 8.32% 6.83%
3 Year 7.4% 6.56%
5 Year 6.62% 5.78%

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%

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 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 99.97 100.02

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 99.97 7.76
Financial - 88.68
Capital Goods - 3.58

Top Comparisons

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.11%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns11.21%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns23.43%

VS

UTI Value Fund- Regular Plan - Growth Option UTI Value Fund- Regular Plan - Growth Option

3Y Returns19.15%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns19.31%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.29%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns14.97%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns12.52%

Compare Now
Request call back
Add to Cart Successfully