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Nippon India Floating Rate Fund vs Tata Floating Rate Fund compare

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tortoise-icon Nippon India Floater Fund - Regular Plan - Growth Option

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tortoise-icon Tata Floating Rate 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 Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Fund Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹8225 Cr ₹138 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Sep 2004 07 Jul 2021
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Short-Term Bond Index
Turn Over 119% 26.23%
Expense Ratio 0.65 0.73
Manager Anju Chhajer Akhil Mittal
ISIN Code INF204K01CG1 INF277KA1091
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Month 0.31% 0.15%
6 Month 4.66% 4.17%
1 Year 8.41% 7.72%
3 Year 7.7% 7.17%
5 Year 6.42% -

SIP Return Analysis

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month 1.42% 1.01%
1 Year 7.87% 6.84%
3 Year 8.08% 7.45%
5 Year 7.13% -

Rolling Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
1 Year 7.9% 6.95%
3 Year 7.55% 6.41%
5 Year 7.66% -

Risk Management

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Standard Deviation 0.91% 1.00%
Sharp 0.05% 0.38%
Beta 1.78% 4.89%
Alpha 3.61% -0.94%

Fund Managers

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
Name Anju Chhajer Akhil Mittal
Total AUM ₹71679 Cr ₹4981 Cr
Funds Managed 13 4
Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Floater Fund - Regular Plan - Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

Nippon India Floater Fund - Regular Plan - Growth Option

Tata Floating Rate Fund-Regular Plan-Growth

Others 100 100

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