Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Axis Floater Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Fund UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1418 Cr ₹234 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 30 Oct 2018 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 13% 119%
Expense Ratio 0.8 0.53
Manager Sudhir Agrawal Hardik Shah
ISIN Code INF789F1ACO4 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 1.38% 2.6%
6 Month 3.94% 5.18%
1 Year 7.61% 11.69%
3 Year 6.57% 8.05%
5 Year 5.74% -

SIP Return Analysis

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month 2.39% 3.93%
1 Year 8.27% 12.02%
3 Year 7.28% 9.52%
5 Year 6.23% -

Rolling Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 6.66% 6.87%
3 Year 5.02% 6.76%
5 Year 5.73% -

Risk Management

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.515% 1.645%
Sharp -1% 0.387%
Beta 3.593% 8.45%
Alpha -1.074% -1.036%

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 UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Name Sudhir Agrawal Hardik Shah
Total AUM ₹7736 Cr ₹0 Cr
Funds Managed 6 12
UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI - Floater Fund - Regular Plan - Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

UTI - Floater Fund - Regular Plan - Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

PGIM India Gilt Fund - Growth PGIM India Gilt Fund - Growth

3Y Returns7.35%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns8.17%

Compare Now

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

3Y Returns7.18%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns6.66%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns12.49%

VS

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

3Y Returns9.83%

Compare Now

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

VS

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns6.32%

Compare Now
Add to Cart Successfully