Tata Floating Rate Fund vs Nippon India Floating Rate Fund compare

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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tortoise-icon Tata Floating Rate 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 Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹7822 Cr ₹146 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Sep 2004 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Short-Term Bond Index
Turn Over 119% 26.23%
Expense Ratio 0.6 0.73
Manager Anju Chhajer Akhil Mittal
ISIN Code INF204K01CG1 INF277KA1091
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.63% 0.72%
6 Month 4.27% 4.1%
1 Year 8.33% 7.84%
3 Year 6.28% 6.32%
5 Year 6.79% -

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month - -
1 Year 8.08% 7.79%
3 Year 7.33% 7.1%
5 Year 6.58% -

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 7.85% 6.63%
3 Year 7.58% 5.86%
5 Year 7.7% -

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.91% 0.66%
Sharp 0.05% -
Beta 1.78% -
Alpha 3.61% -

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Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Name Anju Chhajer Akhil Mittal
Total AUM ₹71679 Cr ₹4981 Cr
Fund Manage 13 4
Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 99.97 100

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 99.97 30.11
Construction - 6.18
Financial - 63.71

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