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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) | ₹13620 Cr | ₹13620 Cr | ₹1434 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 | 0.43 | 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 | 0.4% | 0.4% | 0.2% |
| 6 Month | 4.32% | 4.32% | 3.95% |
| 1 Year | 8.24% | 8.24% | 7.44% |
| 3 Year | 7.66% | 7.66% | 6.9% |
| 5 Year | 6.3% | 6.3% | 5.46% |
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 | 1.98% | 1.98% | 1.73% |
| 1 Year | 8.39% | 8.39% | 7.67% |
| 3 Year | 8.04% | 8.04% | 7.28% |
| 5 Year | 7.18% | 7.18% | 6.41% |
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 | 8.41% | 8.41% | 6.74% |
| 3 Year | 8.08% | 8.08% | 5.16% |
| 5 Year | 8.37% | 8.37% | 5.68% |
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% | 0.53% |
| Sharp | 0.61% | 0.61% | 0.47% |
| Beta | 1.39% | 1.39% | 4.65% |
| 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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