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) | ₹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 | 1.08% | 2.08% |
6 Month | 4.06% | 6.12% |
1 Year | 7.72% | 12.28% |
3 Year | 6.6% | 8.22% |
5 Year | 5.77% | - |
SIP Return Analysis
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.41% | 4.31% |
1 Year | 8.35% | 12.78% |
3 Year | 7.31% | 9.82% |
5 Year | 6.26% | - |
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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