Aditya Birla Sun Life Floating Rate Fund vs Bandhan Floating Rate Fund Regular compare

Link copied to clipboard!

tortoise-icon Bandhan Floating Rate Fund Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Fund Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹255 Cr ₹12391 Cr ₹12391 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 18 Feb 2021 01 Jun 2003 01 Jun 2003
Category Floater Floater Floater
Fund Type Open-ended Open Ended
Benchmark NIFTY Low Duration Debt TRI CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over % 45% 16%
Expense Ratio 0.79 0.46 0.46
Manager Sreejith Balasubramanian Dhaval Joshi Dhaval Joshi
ISIN Code INF194KB1AP5 INF209K01MG9 INF209K01MG9
Exits Load Nil/365 Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Month 0.76% 0.6% 0.6%
6 Month 4.06% 3.93% 3.93%
1 Year 7.48% 7.63% 7.63%
3 Year 5.56% 6.14% 6.14%
5 Year - 6.43% 6.43%

SIP Return Analysis

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
6 Month - - -
1 Year 3.19% 3.47% 3.47%
3 Year 9.19% 10.37% 10.37%
5 Year 10.15% 16.77% 16.77%

Rolling Lumpsum Returns

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
1 Year 4.56% 5.68% 5.68%
3 Year 10.26% 13.57% 13.57%
5 Year 10.43% 17.2% 17.2%

Risk Management

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.79% 0.7% 0.7%
Sharp -0.39% 0.61% 0.61%
Beta 1.68% 1.39% 1.39%
Alpha 3.06% 3.21% 3.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Name Sreejith Balasubramanian Dhaval Joshi Dhaval Joshi
Total AUM ₹66149 Cr ₹361932 Cr ₹361932 Cr
Fund Manage 14 55 55
Bandhan Floating Rate Fund Regular - Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Bandhan Floating Rate Fund Regular - Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Others 100 76.77 99.92

Sector Allocation

Scheme Name

Bandhan Floating Rate Fund Regular - Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

Others 4.22 3.89 2.82
Sovereign 35.72 15.06 12.63
Financial 35.74 57.82 75.21
Consumer Staples 4.82 - -
Communication 9.75 - -
Construction 9.75 - 5.12
Energy - - 3.81
Capital Goods - - 0.33

Top Comparisons

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns20.53%

Compare Now

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

3Y Returns15.04%

VS

Axis Childrens Gift Fund - Lock in - Growth Axis Childrens Gift Fund - Lock in - Growth

3Y Returns9.63%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns25.84%

VS

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns14.18%

Compare Now

Kotak Small Cap Fund - Growth Kotak Small Cap Fund - Growth

3Y Returns22.85%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns27.87%

Compare Now
Request call back
Add to Cart Successfully