Nippon India Floating Rate Fund vs UTI compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹7635 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 | 1.37% | 1.17% |
6 Month | 4.21% | 3.83% |
1 Year | 8.59% | 7.29% |
3 Year | 6.89% | 6.37% |
5 Year | 6.85% | 5.74% |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.39% | 2.18% |
1 Year | 8.38% | 7.33% |
3 Year | 7.81% | 6.96% |
5 Year | 6.78% | 6.03% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.87% | 6.66% |
3 Year | 7.56% | 5.02% |
5 Year | 7.69% | 5.73% |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.91% | 0.515% |
Sharp | 0.05% | -1% |
Beta | 1.78% | 3.593% |
Alpha | 3.61% | -1.074% |
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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 |
Funds Managed | 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 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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