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Tata Floating Rate Fund vs Axis Floater Fund compare
Tata Floating Rate Fund-Regular Plan-Growth
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹119 Cr | ₹154 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Jul 2021 | 29 Jul 2021 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index | CRISIL Low Duration Debt |
| Turn Over | 26.23% | 119% |
| Expense Ratio | 0.73 | 0.53 |
| Manager | Akhil Mittal | Hardik Shah |
| ISIN Code | INF277KA1091 | INF846K012B8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.17% | -0.79% |
| 6 Month | 4.01% | 4.14% |
| 1 Year | 7.9% | 7.7% |
| 3 Year | 7.19% | 7.72% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 0.79% |
| 1 Year | 7.76% | 6.9% |
| 3 Year | 7.72% | 8.33% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.95% | 7.05% |
| 3 Year | 6.41% | 7.04% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.86% | 2.12% |
| Sharp | 0.80% | 0.64% |
| Beta | 4.80% | 12.96% |
| Alpha | -0.63% | -2.20% |
Fund Managers
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Name | Akhil Mittal | Hardik Shah |
| Total AUM | ₹4981 Cr | ₹0 Cr |
| Funds Managed | 4 | 12 |
| Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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