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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) | ₹13191 Cr | ₹13191 Cr | ₹127 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 | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.33% | 0.33% | 0.01% |
| 6 Month | 3.09% | 3.09% | 1.87% |
| 1 Year | 7.74% | 7.74% | 7.09% |
| 3 Year | 7.7% | 7.7% | 7.88% |
| 5 Year | 6.28% | 6.28% | - |
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 | 1.49% | 1.49% | 0.99% |
| 1 Year | 7.06% | 7.06% | 5.62% |
| 3 Year | 7.67% | 7.67% | 7.77% |
| 5 Year | 7.17% | 7.17% | - |
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 | 8.31% | 8.31% | 7.15% |
| 3 Year | 8.05% | 8.05% | 7.11% |
| 5 Year | 8.35% | 8.35% | - |
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 | 0.45% | 0.45% | 2.23% |
| Sharp | 2.16% | 2.16% | 0.54% |
| Beta | 4.82% | 4.82% | 12.78% |
| Alpha | -0.29% | -0.29% | -2.20% |
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 | 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 | 100 | 100 |
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