Nippon India Floating Rate Fund vs Tata Floating Rate Fund compare
Nippon India Floater Fund - Regular Plan - Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
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 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns25.4%
Axis Small Cap Fund Regular Growth
3Y Returns18.63%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.83%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.58%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns12.96%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns20.85%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.31%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.24%