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Axis Floater Fund vs UTI compare

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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tortoise-icon Axis Floater Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Fund UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1418 Cr ₹234 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 30 Oct 2018 29 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 13% 119%
Expense Ratio 0.8 0.53
Manager Sudhir Agrawal Hardik Shah
ISIN Code INF789F1ACO4 INF846K012B8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.79% 1.41%
6 Month 4.15% 6.52%
1 Year 7.75% 11.65%
3 Year 6.81% 8.46%
5 Year 5.68% -

SIP Return Analysis

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month 2.16% 3.46%
1 Year 7.97% 11.47%
3 Year 7.22% 9.46%
5 Year 6.23% -

Rolling Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 6.66% 6.87%
3 Year 5.02% 6.76%
5 Year 5.73% -

Risk Management

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.515% 1.645%
Sharp -1% 0.387%
Beta 3.593% 8.45%
Alpha -1.074% -1.036%

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Fund Managers

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Name Sudhir Agrawal Hardik Shah
Total AUM ₹7736 Cr ₹0 Cr
Funds Managed 6 12
UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth

Market Cap

Scheme Name

UTI - Floater Fund - Regular Plan - Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

UTI - Floater Fund - Regular Plan - Growth Option

Axis Floater Fund - Regular Plan - Growth

Others 100 100

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