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) | ₹13176 Cr | ₹13176 Cr | ₹1418 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 | Floater | Floater | Floater |
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 | 0.44 | 0.44 | 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 | 0.78% | 0.78% | 0.8% |
6 Month | 4.4% | 4.4% | 4.31% |
1 Year | 8.56% | 8.56% | 7.87% |
3 Year | 7.55% | 7.55% | 6.85% |
5 Year | 6.59% | 6.59% | 5.71% |
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 | 2.22% | 2.22% | 2.16% |
1 Year | 8.47% | 8.47% | 7.97% |
3 Year | 7.92% | 7.92% | 7.22% |
5 Year | 6.98% | 6.98% | 6.23% |
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 | 8.44% | 8.44% | 6.66% |
3 Year | 8.13% | 8.13% | 5.02% |
5 Year | 8.39% | 8.39% | 5.73% |
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% | 0.515% |
Sharp | 0.61% | 0.61% | -1% |
Beta | 1.39% | 1.39% | 3.593% |
Alpha | 3.21% | 3.21% | -1.074% |
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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 | 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 | 100.78 | 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 | 100.78 | 100 | 100 |
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