Nippon India Floating Rate Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Nippon India Floater Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹8202 Cr | ₹13416 Cr | ₹13416 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Sep 2004 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 119% | 45% | 16% |
| Expense Ratio | 0.65 | 0.43 | 0.43 |
| Manager | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF204K01CG1 | INF209K01MG9 | INF209K01MG9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.11% | 0.2% | 0.2% |
| 6 Month | 2.25% | 2.6% | 2.6% |
| 1 Year | 7.32% | 7.25% | 7.25% |
| 3 Year | 7.64% | 7.56% | 7.56% |
| 5 Year | 6.22% | 6.34% | 6.34% |
SIP Return Analysis
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.84% | 0.98% | 0.98% |
| 1 Year | 5.12% | 5.46% | 5.46% |
| 3 Year | 7.3% | 7.16% | 7.16% |
| 5 Year | 6.92% | 6.94% | 6.94% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8% | 8.26% | 8.26% |
| 3 Year | 7.66% | 8.04% | 8.04% |
| 5 Year | 7.66% | 8.34% | 8.34% |
Risk Management
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.88% | 0.48% | 0.48% |
| Sharp | 1.18% | 1.98% | 1.98% |
| Beta | 7.96% | 4.82% | 4.82% |
| Alpha | -0.99% | -0.28% | -0.28% |
Fund Managers
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Anju Chhajer | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹71679 Cr | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 13 | 55 | 55 |
| Nippon India Floater Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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