- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹13191 Cr | ₹13191 Cr | ₹136 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 | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.3% | 0.3% | 0.33% |
| 6 Month | 3.02% | 3.02% | 2.65% |
| 1 Year | 7.66% | 7.66% | 7.43% |
| 3 Year | 7.68% | 7.68% | 7.45% |
| 5 Year | 6.28% | 6.28% | - |
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 | 1.49% | 1.49% | 1.44% |
| 1 Year | 7.06% | 7.06% | 6.79% |
| 3 Year | 7.67% | 7.67% | 7.49% |
| 5 Year | 7.17% | 7.17% | - |
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 | 8.3% | 8.3% | 6.99% |
| 3 Year | 8.05% | 8.05% | 6.51% |
| 5 Year | 8.35% | 8.35% | - |
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 | 0.7% | 0.7% | 1.00% |
| Sharp | 0.61% | 0.61% | 0.71% |
| Beta | 1.39% | 1.39% | 6.14% |
| Alpha | 3.21% | 3.21% | -0.93% |
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 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.67%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.91%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.01%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.15%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.89%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.78%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.6%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.84%
