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Axis Floater Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Axis Floater 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 | Axis Floater 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 | Axis Floater Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13416 Cr | ₹13416 Cr | ₹151 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 29 Jul 2021 |
| 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% | 119% |
| Expense Ratio | 0.43 | 0.43 | 0.53 |
| Manager | Dhaval Joshi | Dhaval Joshi | Hardik Shah |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF846K012B8 |
| 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 | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.2% | 0.2% | 0.13% |
| 6 Month | 2.6% | 2.6% | 1.98% |
| 1 Year | 7.25% | 7.25% | 6.89% |
| 3 Year | 7.56% | 7.56% | 7.86% |
| 5 Year | 6.34% | 6.34% | - |
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 | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.98% | 0.98% | 1.12% |
| 1 Year | 5.46% | 5.46% | 4.49% |
| 3 Year | 7.16% | 7.16% | 7.41% |
| 5 Year | 6.94% | 6.94% | - |
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 | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.26% | 8.26% | 7.34% |
| 3 Year | 8.04% | 8.04% | 7.75% |
| 5 Year | 8.34% | 8.34% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 0.48% | 0.48% | 2.22% |
| Sharp | 1.98% | 1.98% | 0.57% |
| Beta | 4.82% | 4.82% | 13.55% |
| Alpha | -0.28% | -0.28% | -2.16% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi | Hardik Shah |
| Total AUM | ₹361932 Cr | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 55 | 12 |
| Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Axis Floater 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 |
Axis Floater 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 |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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