- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Floating Rate Fund vs UTI compare
Tata Floating Rate Fund-Regular Plan-Growth
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹146 Cr | ₹1418 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Jul 2021 | 30 Oct 2018 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index | CRISIL Low Duration Debt |
| Turn Over | 26.23% | 13% |
| Expense Ratio | 0.73 | 0.8 |
| Manager | Akhil Mittal | Sudhir Agrawal |
| ISIN Code | INF277KA1091 | INF789F1ACO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.67% | 1.29% |
| 6 Month | 4.56% | 4.04% |
| 1 Year | 8.97% | 7.67% |
| 3 Year | 7.15% | 6.57% |
| 5 Year | - | 5.69% |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 2.39% |
| 1 Year | 9.52% | 8.27% |
| 3 Year | 7.96% | 7.28% |
| 5 Year | - | 6.23% |
Rolling Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.73% | 6.66% |
| 3 Year | 6.12% | 5.02% |
| 5 Year | - | 5.73% |
Risk Management
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.576% | 0.515% |
| Sharp | 0.179% | -1% |
| Beta | 2.107% | 3.593% |
| Alpha | -0.331% | -1.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Akhil Mittal | Sudhir Agrawal |
| Total AUM | ₹4981 Cr | ₹7736 Cr |
| Funds Managed | 4 | 6 |
| Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns16.87%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Sundaram Liquid Fund (G)
3Y Returns6.76%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.84%
Bajaj Finserv Overnight Fund Regular - Growth
3Y Returns0%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.27%
Bandhan Small Cap Fund Regular Growth
3Y Returns25.32%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.01%
