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 Low to Moderate Moderate
Asset Size (Cr) ₹209 Cr ₹256 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2021 26 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 0.54
Manager Akhil Mittal Hardik Shah
ISIN Code INF277KA1091 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.47% -0.03%
6 Month 4.03% 4.7%
1 Year 7.58% 9.36%
3 Year 6.18% 6.65%
5 Year - -

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 7.99% 9.84%
3 Year 7.06% 8.08%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.63% 6.72%
3 Year 5.86% 6.66%
5 Year - -

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.66% 1.36%
Sharp - -
Beta - -
Alpha - -

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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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 30.11 0.47
Construction 6.18 3.95
Financial 63.71 -

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