Nippon India Floating Rate Fund vs Tata Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹7635 Cr | ₹146 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 | 0.6 | 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 Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.8% | 0.58% |
6 Month | 4.92% | 4.58% |
1 Year | 9.42% | 8.91% |
3 Year | 7.77% | 7.42% |
5 Year | 6.69% | - |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.78% | 2.6% |
1 Year | 9.9% | 9.4% |
3 Year | 8.51% | 8.08% |
5 Year | 7.24% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.88% | 6.86% |
3 Year | 7.54% | 6.35% |
5 Year | 7.68% | - |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.91% | 0.576% |
Sharp | 0.05% | 0.179% |
Beta | 1.78% | 2.107% |
Alpha | 3.61% | -0.331% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Floating Rate Fund - Growth 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 Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns22.23%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns17.13%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns22.95%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns18.67%