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Aditya Birla Sun Life Floating Rate Fund vs Tata Floating Rate Fund compare
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
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 | 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 | Moderate |
| Asset Size (Cr) | ₹13402 Cr | ₹13402 Cr | ₹128 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 07 Jul 2021 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | 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 | 0.43 | 0.43 | 0.73 |
| Manager | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF277KA1091 |
| 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 | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.65% | 0.65% | 0.94% |
| 6 Month | 3.5% | 3.5% | 3.25% |
| 1 Year | 7.86% | 7.86% | 7.83% |
| 3 Year | 7.75% | 7.75% | 7.41% |
| 5 Year | 6.29% | 6.29% | - |
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 | 1.56% | 1.56% | 1.47% |
| 1 Year | 7.58% | 7.58% | 7.52% |
| 3 Year | 7.83% | 7.83% | 7.71% |
| 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 | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.37% | 8.37% | 6.99% |
| 3 Year | 8.06% | 8.06% | 6.51% |
| 5 Year | 8.36% | 8.36% | - |
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 | 0.46% | 0.46% | 1.00% |
| Sharp | 1.92% | 1.92% | 0.49% |
| Beta | 4.83% | 4.83% | 6.06% |
| Alpha | -0.40% | -0.40% | -1.14% |
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 |
| Funds Managed | 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 | 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 |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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