Axis Floater Fund vs Nippon India Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹7635 Cr | ₹234 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Sep 2004 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt |
Turn Over | 119% | 119% |
Expense Ratio | 0.6 | 0.53 |
Manager | Anju Chhajer | Hardik Shah |
ISIN Code | INF204K01CG1 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.48% | 2.08% |
6 Month | 4.75% | 6.12% |
1 Year | 9.34% | 12.28% |
3 Year | 7.28% | 8.22% |
5 Year | 6.96% | - |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.94% | 4.31% |
1 Year | 10.04% | 12.78% |
3 Year | 8.41% | 9.82% |
5 Year | 7.12% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.87% | 6.87% |
3 Year | 7.56% | 6.76% |
5 Year | 7.69% | - |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.91% | 1.645% |
Sharp | 0.05% | 0.387% |
Beta | 1.78% | 8.45% |
Alpha | 3.61% | -1.036% |
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Fund Managers
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Anju Chhajer | Hardik Shah |
Total AUM | ₹71679 Cr | ₹0 Cr |
Funds Managed | 13 | 12 |
Nippon India Floating Rate Fund - Growth Plan-Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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