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Axis Floater Fund vs UTI compare
UTI - Floater Fund - Regular Plan - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1031 Cr | ₹161 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 | 0.37% | -0.3% |
| 6 Month | 4.32% | 5.47% |
| 1 Year | 7.84% | 9.95% |
| 3 Year | 6.96% | 8.32% |
| 5 Year | 5.49% | - |
SIP Return Analysis
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.05% | 2.07% |
| 1 Year | 8.04% | 9.18% |
| 3 Year | 7.34% | 8.97% |
| 5 Year | 6.37% | - |
Rolling Lumpsum Returns
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.72% | 6.96% |
| 3 Year | 5.08% | 6.95% |
| 5 Year | 5.72% | - |
Risk Management
| Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.55% | 2.04% |
| Sharp | 0.40% | 0.84% |
| Beta | 4.95% | 12.79% |
| Alpha | -1.04% | -1.53% |
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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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