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Tata Floating Rate Fund vs Axis Floater Fund compare

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Fund Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹146 Cr ₹234 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2021 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index CRISIL Low Duration Debt
Turn Over 26.23% 119%
Expense Ratio 0.73 0.53
Manager Akhil Mittal Hardik Shah
ISIN Code INF277KA1091 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Month 1.37% 2.08%
6 Month 4.71% 6.12%
1 Year 9.08% 12.28%
3 Year 7.19% 8.22%
5 Year - -

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month 3.03% 4.31%
1 Year 10.08% 12.78%
3 Year 8.15% 9.82%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.73% 6.87%
3 Year 6.12% 6.76%
5 Year - -

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.576% 1.645%
Sharp 0.179% 0.387%
Beta 2.107% 8.45%
Alpha -0.331% -1.036%

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Fund Managers

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Name Akhil Mittal Hardik Shah
Total AUM ₹4981 Cr ₹0 Cr
Funds Managed 4 12
Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

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