Tata Floating Rate Fund vs Nippon India Floating Rate Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 Low to Moderate
Asset Size (Cr) ₹7813 Cr ₹209 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 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 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.72% 0.69%
6 Month 4.11% 3.78%
1 Year 7.73% 7.22%
3 Year 5.8% 5.82%
5 Year 6.78% -

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 3.42% 3.21%
3 Year 9.82% 9.62%
5 Year 16.51% 9.62%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 5.92% 5.03%
3 Year 13.37% 9.93%
5 Year 16.94% 9.93%

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100.01 100

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 7.57 30.11
Sovereign 16.96 -
Construction 2.78 6.18
Financial 62.17 63.71
Automobile 1.57 -
Communication 4.53 -
Capital Goods 3.41 -
Energy 1.02 -

Top Comparisons

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns21.03%

Compare Now

Nippon India Income Fund - Growth Plan Growth Option Nippon India Income Fund - Growth Plan Growth Option

3Y Returns5.68%

VS

Canara Robeco Income Fund - Regular Plan - Growth Option Canara Robeco Income Fund - Regular Plan - Growth Option

3Y Returns4.49%

Compare Now

Templeton India Value Fund - Growth Plan Templeton India Value Fund - Growth Plan

3Y Returns25.88%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns26.17%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns5.81%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns5.4%

Compare Now
Request call back
Add to Cart Successfully