- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹146 Cr | ₹234 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 | 0.58% | -0.14% |
| 6 Month | 4.58% | 4.82% |
| 1 Year | 8.91% | 9.97% |
| 3 Year | 7.42% | 8.22% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | Axis Floater Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.6% | 2.63% |
| 1 Year | 9.4% | 9.81% |
| 3 Year | 8.08% | 9.07% |
| 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 | 0.576% | 1.645% |
| Sharp | 0.179% | 0.387% |
| Beta | 2.107% | 8.45% |
| Alpha | -0.331% | -1.036% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns21.23%
Quant ESG Equity Fund Regular - Growth
3Y Returns22.57%
Kotak Banking and PSU Debt - Growth
3Y Returns7.75%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns8.22%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.34%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.36%
ICICI Prudential Liquid Fund - Growth
3Y Returns6.91%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.94%
