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Aditya Birla Sun Life Floating Rate Fund vs UTI compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
UTI - Floater Fund - Regular Plan - Growth Option
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 | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13191 Cr | ₹13191 Cr | ₹1462 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹500 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| 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% | 13% |
| Expense Ratio | 0.43 | 0.43 | 0.8 |
| Manager | Dhaval Joshi | Dhaval Joshi | Sudhir Agrawal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF789F1ACO4 |
| 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 | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.3% | 0.3% | 0.31% |
| 6 Month | 3.04% | 3.04% | 2.65% |
| 1 Year | 7.73% | 7.73% | 7.11% |
| 3 Year | 7.68% | 7.68% | 6.95% |
| 5 Year | 6.28% | 6.28% | 5.54% |
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 | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.4% | 1.4% | 1.25% |
| 1 Year | 6.82% | 6.82% | 6.1% |
| 3 Year | 7.6% | 7.6% | 6.86% |
| 5 Year | 7.14% | 7.14% | 6.38% |
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 | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 8.3% | 8.3% | 6.78% |
| 3 Year | 8.05% | 8.05% | 5.27% |
| 5 Year | 8.35% | 8.35% | 5.63% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 0.7% | 0.7% | 0.59% |
| Sharp | 0.61% | 0.61% | 0.49% |
| Beta | 1.39% | 1.39% | 4.89% |
| Alpha | 3.21% | 3.21% | -1.02% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi | Sudhir Agrawal |
| Total AUM | ₹361932 Cr | ₹361932 Cr | ₹7736 Cr |
| Funds Managed | 55 | 55 | 6 |
| Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 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 |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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