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Tata Floating Rate Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹13402 Cr | ₹13402 Cr | ₹128 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 07 Jul 2021 |
| Category | Floater | Floater | Floater |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt | CRISIL Short-Term Bond Index |
| Turn Over | 45% | 16% | 26.23% |
| Expense Ratio | 0.43 | 0.43 | 0.73 |
| Manager | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF277KA1091 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.57% | 0.57% | 0.75% |
| 6 Month | 3.48% | 3.48% | 2.96% |
| 1 Year | 7.82% | 7.82% | 7.74% |
| 3 Year | 7.74% | 7.74% | 7.37% |
| 5 Year | 6.3% | 6.3% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.97% | 0.97% | 0.69% |
| 1 Year | 6.23% | 6.23% | 5.63% |
| 3 Year | 7.39% | 7.39% | 7.11% |
| 5 Year | 6.93% | 6.93% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 8.37% | 8.37% | 6.99% |
| 3 Year | 8.06% | 8.06% | 6.51% |
| 5 Year | 8.36% | 8.36% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.45% | 0.45% | 1.01% |
| Sharp | 2.11% | 2.11% | 0.62% |
| Beta | 4.60% | 4.60% | 5.63% |
| Alpha | -0.28% | -0.28% | -0.90% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi | Akhil Mittal |
| Total AUM | ₹361932 Cr | ₹361932 Cr | ₹4981 Cr |
| Funds Managed | 55 | 55 | 4 |
| Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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