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) | ₹8359 Cr | ₹127 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Sep 2004 | 29 Jul 2021 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.5% | 0.46% |
| 6 Month | 2.96% | 1.34% |
| 1 Year | 8.19% | 7.17% |
| 3 Year | 7.87% | 7.93% |
| 5 Year | 6.22% | - |
SIP Return Analysis
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 1.26% |
| 1 Year | 7.51% | 6.06% |
| 3 Year | 8.09% | 8.02% |
| 5 Year | 7.29% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8% | 7.15% |
| 3 Year | 7.65% | 7.11% |
| 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% | 2.24% |
| Sharp | 0.05% | 0.63% |
| Beta | 1.78% | 13.64% |
| Alpha | 3.61% | -2.27% |
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 |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.84%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns16.56%
ICICI Prudential Technology Fund - Growth
3Y Returns13.8%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns12.9%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.46%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.43%
ICICI Prudential Quant Fund Growth
3Y Returns16.21%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns21.61%