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) | ₹13176 Cr | ₹13176 Cr | ₹234 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 | 0.44 | 0.44 | 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 | 0.78% | 0.78% | 1.44% |
6 Month | 4.22% | 4.22% | 6.03% |
1 Year | 8.36% | 8.36% | 11.77% |
3 Year | 7.46% | 7.46% | 8.38% |
5 Year | 6.59% | 6.59% | - |
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 | 2.36% | 2.36% | 4.14% |
1 Year | 8.74% | 8.74% | 12.64% |
3 Year | 8% | 8% | 9.82% |
5 Year | 7.02% | 7.02% | - |
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 | 8.44% | 8.44% | 6.87% |
3 Year | 8.13% | 8.13% | 6.76% |
5 Year | 8.39% | 8.39% | - |
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% | 1.645% |
Sharp | 0.61% | 0.61% | 0.387% |
Beta | 1.39% | 1.39% | 8.45% |
Alpha | 3.21% | 3.21% | -1.036% |
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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 | 100.78 | 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 | 100.78 | 100 | 100 |
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