Aditya Birla Sun Life Floating Rate Fund vs Nippon India Floating Rate Fund compare
Nippon India Floater Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Nippon India Floater Fund - Regular Plan - Growth Option | 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 | Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹8388 Cr | ₹13191 Cr | ₹13191 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Sep 2004 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 119% | 45% | 16% |
| Expense Ratio | 0.65 | 0.43 | 0.43 |
| Manager | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF204K01CG1 | INF209K01MG9 | INF209K01MG9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.21% | 0.33% | 0.33% |
| 6 Month | 2.8% | 3.09% | 3.09% |
| 1 Year | 7.94% | 7.74% | 7.74% |
| 3 Year | 7.79% | 7.7% | 7.7% |
| 5 Year | 6.17% | 6.28% | 6.28% |
SIP Return Analysis
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.35% | 1.49% | 1.49% |
| 1 Year | 7.04% | 7.06% | 7.06% |
| 3 Year | 7.88% | 7.67% | 7.67% |
| 5 Year | 7.18% | 7.17% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8% | 8.31% | 8.31% |
| 3 Year | 7.65% | 8.05% | 8.05% |
| 5 Year | 7.66% | 8.35% | 8.35% |
Risk Management
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.84% | 0.45% | 0.45% |
| Sharp | 1.33% | 2.16% | 2.16% |
| Beta | 7.54% | 4.82% | 4.82% |
| Alpha | -0.90% | -0.29% | -0.29% |
Fund Managers
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹71679 Cr | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 13 | 55 | 55 |
| Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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