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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) ₹8224 Cr ₹141 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 0.1% -0.24%
6 Month 4.55% 4.16%
1 Year 8.44% 7.71%
3 Year 7.65% 7.12%
5 Year 6.43% -

SIP Return Analysis

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option Tata Floating Rate Fund-Regular Plan-Growth
6 Month 1.64% 1.09%
1 Year 8.3% 7.04%
3 Year 8.21% 7.51%
5 Year 7.17% -

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% 0.86%
Sharp 0.05% 0.80%
Beta 1.78% 4.80%
Alpha 3.61% -0.63%

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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