Tata Floating Rate Fund vs Axis Floater Fund compare
Tata Floating Rate Fund-Regular Plan-Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
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 | 1.83% | 3.06% |
6 Month | 4.43% | 4.2% |
1 Year | 8.58% | 10.76% |
3 Year | 6.97% | 7.81% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.48% | 3.16% |
1 Year | 8.44% | 10.15% |
3 Year | 7.58% | 8.87% |
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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