Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Tata Floating Rate Fund 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 4.1% 3.64%
1 Year 8.19% 7.11%
3 Year 6.84% 6.3%
5 Year - 5.72%

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

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.69%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.72%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns15.26%

VS

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns17.14%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.72%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns8.78%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns8.22%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns16.94%

Compare Now
Add to Cart Successfully