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 Moderate
Asset Size (Cr) ₹1419 Cr ₹308 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 10 Oct 2018 26 Jul 2021
Category Floater Floater
Fund Type Open Ended
Benchmark CRISIL Low Duration Debt CRISIL Low Duration Debt
Turn Over 13% 119%
Expense Ratio 0.85 0.57
Manager Sudhir Agrawal Hardik Shah
ISIN Code INF789F1ACO4 INF846K012B8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Month 0.6% 0.76%
6 Month 3.5% 4.83%
1 Year 6.77% 8.18%
3 Year 5.28% -
5 Year 5.59% -

SIP Return Analysis

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
6 Month - -
1 Year 3.1% 3.99%
3 Year 9.17% 10.36%
5 Year 14.47% 10.36%

Rolling Lumpsum Returns

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
1 Year 4.91% 5.49%
3 Year 11.65% 10.99%
5 Year 14.83% 10.99%

Risk Management

Scheme Name UTI - Floater Fund - Regular Plan - Growth Option Axis Floater Fund - Regular Plan - Growth
Standard Deviation 0.68% 1.36%
Sharp -0.43% -
Beta 1.33% -
Alpha 2.38% -

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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
Fund Manage 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 100.02 100

Sector Allocation

Scheme Name

UTI - Floater Fund - Regular Plan - Growth Option

Axis Floater Fund - Regular Plan - Growth

Financial 88.68 2
Others 7.76 5.01
Capital Goods 3.58 -
Sovereign - 88.96
Construction - 4.03

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