Aditya Birla Sun Life Floating Rate Fund vs Tata Floating Rate Fund compare

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

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

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Tata Floating Rate 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 Tata 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) ₹11948 Cr ₹11948 Cr ₹253 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 Jun 2003 01 Jun 2003 07 Jul 2021
Category Floater Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt CRISIL Short-Term Bond Index
Turn Over 45% 16% 26.23%
Expense Ratio 0.45 0.45 0.73
Manager Dhaval Joshi Dhaval Joshi Akhil Mittal
ISIN Code INF209K01MG9 INF209K01MG9 INF277KA1091
Exits Load Nil/365 Nil/365 Nil/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 Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.74% 0.74% 0.69%
6 Month 3.98% 3.98% 3.68%
1 Year 7.59% 7.59% 7.11%
3 Year 6.06% 6.06% 5.68%
5 Year 6.49% 6.49% -

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 Tata Floating Rate Fund-Regular Plan-Growth
6 Month - - -
1 Year 3.47% 3.47% 3.21%
3 Year 10.37% 10.37% 9.62%
5 Year 16.77% 16.77% 9.62%

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 Tata Floating Rate Fund-Regular Plan-Growth
1 Year 5.68% 5.68% 5.03%
3 Year 13.57% 13.57% 9.93%
5 Year 17.2% 17.2% 9.93%

Risk Management

Scheme Name Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.7% 0.7% 0.66%
Sharp 0.61% 0.61% -
Beta 1.39% 1.39% -
Alpha 3.21% 3.21% -

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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 Tata Floating Rate Fund-Regular Plan-Growth
Name Dhaval Joshi Dhaval Joshi Akhil Mittal
Total AUM ₹361932 Cr ₹361932 Cr ₹4981 Cr
Fund Manage 55 55 4
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Tata Floating Rate 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

Tata Floating Rate Fund-Regular Plan-Growth

Others 76.77 99.92 100

Sector Allocation

Scheme Name

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

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

Tata Floating Rate Fund-Regular Plan-Growth

Sovereign 15.06 12.63 -
Financial 57.82 75.21 63.71
Others 3.89 2.82 30.11
Energy - 3.81 -
Construction - 5.12 6.18
Capital Goods - 0.33 -

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