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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) | ₹129 Cr | ₹161 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 | 0.12% | -0.3% |
| 6 Month | 4.71% | 5.47% |
| 1 Year | 8.82% | 9.95% |
| 3 Year | 7.44% | 8.32% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.31% | 2.07% |
| 1 Year | 9.12% | 9.18% |
| 3 Year | 8.06% | 8.97% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.86% | 6.96% |
| 3 Year | 6.35% | 6.95% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.85% | 2.04% |
| Sharp | 0.91% | 0.84% |
| Beta | 4.99% | 12.79% |
| Alpha | -0.52% | -1.53% |
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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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