Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Floating Rate Fund vs UTI compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.38% 0.86%
6 Month 4.03% 3.57%
1 Year 8.19% 7.1%
3 Year 6.84% 6.29%
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 2.48% 2.18%
1 Year 8.44% 7.33%
3 Year 7.58% 6.96%
5 Year - 6.03%

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-icons

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

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.69%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.71%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns7.76%

VS

Franklin India Feeder - Templeton European Opportunities Fund - Growth Franklin India Feeder - Templeton European Opportunities Fund - Growth

3Y Returns4.35%

Compare Now

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns6.4%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

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

3Y Returns17.38%

VS

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns19.88%

Compare Now
Add to Cart Successfully