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) | ₹8555 Cr | ₹129 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 | 0.46% | 0.28% |
6 Month | 5.21% | 4.85% |
1 Year | 9.48% | 8.93% |
3 Year | 7.8% | 7.46% |
5 Year | 6.44% | - |
SIP Return Analysis
Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.57% | 2.36% |
1 Year | 9.81% | 9.21% |
3 Year | 8.58% | 8.09% |
5 Year | 7.31% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floater Fund - Regular 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 Floater Fund - Regular Plan - Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.83% | 0.86% |
Sharp | 1.21% | 0.84% |
Beta | 6.84% | 3.96% |
Alpha | -0.81% | -0.33% |
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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 | 94.56 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 94.56 | 100 |
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