Nippon India Floating Rate Fund vs Axis Floater Fund compare
Nippon India Floater Fund - Regular Plan - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Low to Moderate |
Asset Size (Cr) | ₹8225 Cr | ₹128 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Sep 2004 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt |
Turn Over | 119% | 119% |
Expense Ratio | 0.65 | 0.53 |
Manager | Anju Chhajer | Hardik Shah |
ISIN Code | INF204K01CG1 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.31% | 0.46% |
6 Month | 4.65% | 4.06% |
1 Year | 8.45% | 7.29% |
3 Year | 7.67% | 7.76% |
5 Year | 6.41% | - |
SIP Return Analysis
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.42% | 0.52% |
1 Year | 7.87% | 6.46% |
3 Year | 8.08% | 8.12% |
5 Year | 7.13% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.9% | 7.05% |
3 Year | 7.55% | 7.04% |
5 Year | 7.66% | - |
Risk Management
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.91% | 2.29% |
Sharp | 0.05% | 0.35% |
Beta | 1.78% | 13.31% |
Alpha | 3.61% | -2.75% |
Fund Managers
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Anju Chhajer | Hardik Shah |
Total AUM | ₹71679 Cr | ₹0 Cr |
Funds Managed | 13 | 12 |
Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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