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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 | 0.49% | 0.59% |
| 6 Month | 3.66% | 3.37% |
| 1 Year | 7.6% | 6.86% |
| 3 Year | 6.49% | 6.08% |
| 5 Year | - | 5.6% |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.44% | 6.68% |
| 3 Year | 7.11% | 6.65% |
| 5 Year | - | 5.84% |
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% | 0.592% |
| Sharp | 0.179% | -1.134% |
| Beta | 2.107% | 3.553% |
| Alpha | -0.331% | -1.129% |
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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 |
| Fund Manage | 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 | 99.99 |
Sector Allocation
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.11 | 99.99 |
| Construction | 6.18 | - |
| Financial | 63.71 | - |
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