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 Low to Moderate Moderate
Asset Size (Cr) ₹253 Cr ₹308 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2021 26 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 0.57
Manager Akhil Mittal Hardik Shah
ISIN Code INF277KA1091 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Month 0.67% 0.86%
6 Month 3.69% 4.67%
1 Year 7.15% 8.28%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.21% 3.99%
3 Year 9.62% 10.36%
5 Year 9.62% 10.36%

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
1 Year 5.03% 5.49%
3 Year 9.93% 10.99%
5 Year 9.93% 10.99%

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.66% 1.36%
Sharp - -
Beta - -
Alpha - -

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
Fund Manage 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

Financial 63.71 2
Others 30.11 5.01
Construction 6.18 4.03
Sovereign - 88.96

Top Comparisons

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.09%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.18%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns5.4%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns5.43%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns24.94%

VS

LIC MF Equity Hybrid Fund-Growth LIC MF Equity Hybrid Fund-Growth

3Y Returns13.96%

Compare Now

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns18.36%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns16.08%

Compare Now
Request call back
Add to Cart Successfully