UTI vs Tata Floating Rate Fund 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 | 1.83% | 1.38% |
6 Month | 4.44% | 3.94% |
1 Year | 8.79% | 7.61% |
3 Year | 7.15% | 6.57% |
5 Year | - | 5.74% |
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
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.62%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns12.86%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.73%
Sundaram Arbitrage Fund Regular Growth
3Y Returns6.38%
ITI Small Cap Fund Regular - Growth
3Y Returns22.85%
HDFC Small Cap Fund Regular Growth
3Y Returns17.81%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.58%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.89%