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Nippon India Floating Rate Fund vs UTI compare

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

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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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 UTI - Floater Fund - Regular Plan - Growth Option
Fund Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹8388 Cr ₹1462 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Sep 2004 30 Oct 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond TRI CRISIL Low Duration Debt
Turn Over 119% 13%
Expense Ratio 0.65 0.8
Manager Anju Chhajer Sudhir Agrawal
ISIN Code INF204K01CG1 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.18% 0.27%
6 Month 2.7% 2.53%
1 Year 7.89% 7.01%
3 Year 7.74% 6.94%
5 Year 6.16% 5.52%

SIP Return Analysis

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month 1.35% 1.34%
1 Year 7.04% 6.34%
3 Year 7.88% 6.91%
5 Year 7.18% 6.4%

Rolling Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 8% 6.78%
3 Year 7.65% 5.27%
5 Year 7.66% 5.63%

Risk Management

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.91% 0.59%
Sharp 0.05% 0.49%
Beta 1.78% 4.89%
Alpha 3.61% -1.02%

Fund Managers

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Name Anju Chhajer Sudhir Agrawal
Total AUM ₹71679 Cr ₹7736 Cr
Funds Managed 13 6
Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Floater Fund - Regular Plan - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Nippon India Floater Fund - Regular Plan - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

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