UTI vs Tata Floating Rate Fund compare
Tata Floating Rate Fund-Regular Plan-Growth
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹209 Cr | ₹1382 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Jul 2021 | 05 Oct 2018 |
| Category | Floater | Floater |
| Fund Type | Open Ended | |
| Benchmark | CRISIL Short-Term Bond Index | CRISIL Low Duration Debt |
| Turn Over | 26.23% | 13% |
| Expense Ratio | 0.73 | 0.84 |
| Manager | Akhil Mittal | Sudhir Agrawal |
| ISIN Code | INF277KA1091 | INF789F1ACO4 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.69% | 0.58% |
| 6 Month | 3.78% | 3.35% |
| 1 Year | 7.22% | 6.86% |
| 3 Year | 5.82% | 5.29% |
| 5 Year | - | 5.55% |
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 3.1% |
| 3 Year | 9.62% | 9.17% |
| 5 Year | 9.62% | 14.47% |
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.6% | 6.43% |
| 3 Year | 5.83% | 4.92% |
| 5 Year | - | 5.75% |
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.66% | 0.68% |
| Sharp | - | -0.43% |
| Beta | - | 1.33% |
| Alpha | - | 2.38% |
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| 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 |
| Fund Manage | 4 | 6 |
| Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.02 |
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.11 | 7.76 |
| Construction | 6.18 | - |
| Financial | 63.71 | 88.68 |
| Capital Goods | - | 3.58 |
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