Aditya Birla Sun Life Floating Rate Fund vs Axis Floater Fund compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹13670 Cr | ₹13670 Cr | ₹161 Cr |
Min Investment | ₹1000 | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 30 Mar 2009 | 30 Mar 2009 | 29 Jul 2021 |
Category | Floater | Floater | Floater |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 45% | 16% | 119% |
Expense Ratio | 0.43 | 0.43 | 0.53 |
Manager | Dhaval Joshi | Dhaval Joshi | Hardik Shah |
ISIN Code | INF209K01MG9 | INF209K01MG9 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.53% | 0.53% | -0.69% |
6 Month | 4.51% | 4.51% | 5.32% |
1 Year | 8.5% | 8.5% | 9.66% |
3 Year | 7.68% | 7.68% | 8.28% |
5 Year | 6.37% | 6.37% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 2.26% | 2.26% | 2.07% |
1 Year | 8.74% | 8.74% | 9.18% |
3 Year | 8.1% | 8.1% | 8.97% |
5 Year | 7.15% | 7.15% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.36% | 8.36% | 6.96% |
3 Year | 8.1% | 8.1% | 6.95% |
5 Year | 8.38% | 8.38% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 0.7% | 0.7% | 2.04% |
Sharp | 0.61% | 0.61% | 0.84% |
Beta | 1.39% | 1.39% | 12.79% |
Alpha | 3.21% | 3.21% | -1.53% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dhaval Joshi | Dhaval Joshi | Hardik Shah |
Total AUM | ₹361932 Cr | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 55 | 12 |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100.67 | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|---|
Others | 100.67 | 100 | 100 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.14%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.09%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns18.05%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns12.51%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns20.1%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns19.5%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns20.6%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%