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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) ₹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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