UTI vs Nippon India Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹7635 Cr | ₹1418 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 02 Sep 2004 | 30 Oct 2018 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt |
Turn Over | 119% | 13% |
Expense Ratio | 0.6 | 0.8 |
Manager | Anju Chhajer | Sudhir Agrawal |
ISIN Code | INF204K01CG1 | INF789F1ACO4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.68% | 1.29% |
6 Month | 4.64% | 4.04% |
1 Year | 9.34% | 7.67% |
3 Year | 7.22% | 6.57% |
5 Year | 6.84% | 5.69% |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.84% | 2.39% |
1 Year | 9.85% | 8.27% |
3 Year | 8.32% | 7.28% |
5 Year | 7.07% | 6.23% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.87% | 6.66% |
3 Year | 7.56% | 5.02% |
5 Year | 7.69% | 5.73% |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.91% | 0.515% |
Sharp | 0.05% | -1% |
Beta | 1.78% | 3.593% |
Alpha | 3.61% | -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 | Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anju Chhajer | Sudhir Agrawal |
Total AUM | ₹71679 Cr | ₹7736 Cr |
Funds Managed | 13 | 6 |
Nippon India Floating Rate Fund - Growth Plan-Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.04%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.14%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.73%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.47%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns8.86%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns8.13%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns5.94%