Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Floater Fund vs Tata Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

Invest Now

tortoise-icon Axis Floater Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Fund Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹146 Cr ₹234 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2021 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index CRISIL Low Duration Debt
Turn Over 26.23% 119%
Expense Ratio 0.73 0.53
Manager Akhil Mittal Hardik Shah
ISIN Code INF277KA1091 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.96% 0.53%
6 Month 5.24% 6.72%
1 Year 9.35% 11.19%
3 Year 7.5% 8.49%
5 Year - -

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month 3.06% 4.23%
1 Year 10.3% 13%
3 Year 8.28% 9.95%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 6.73% 6.87%
3 Year 6.12% 6.76%
5 Year - -

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.576% 1.645%
Sharp 0.179% 0.387%
Beta 2.107% 8.45%
Alpha -0.331% -1.036%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Name Akhil Mittal Hardik Shah
Total AUM ₹4981 Cr ₹0 Cr
Funds Managed 4 12
Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns30.7%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns29.59%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns22.22%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.34%

Compare Now

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns19.08%

VS

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns18.55%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns16.85%

VS

HDFC Multi-Asset Active FOF - Growth HDFC Multi-Asset Active FOF - Growth

3Y Returns17.2%

Compare Now
Add to Cart Successfully