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 | ₹180 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 | 0.52% | 0.52% | -0.58% |
6 Month | 4.5% | 4.5% | 5.3% |
1 Year | 8.52% | 8.52% | 9.65% |
3 Year | 7.67% | 7.67% | 8.29% |
5 Year | 6.39% | 6.39% | - |
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 | 2.29% | 2.29% | 2.26% |
1 Year | 8.77% | 8.77% | 9.5% |
3 Year | 8.09% | 8.09% | 9.04% |
5 Year | 7.14% | 7.14% | - |
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
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns18.36%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns20.69%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns7.09%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.01%
Kotak Savings Fund -Growth
3Y Returns6.88%
PGIM India Ultra Short Duration Fund - Growth
3Y Returns6.56%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.86%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.25%