Tata Floating Rate Fund vs Bandhan Floating Rate Fund Regular compare
Bandhan Floater Fund Regular - Growth
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹298 Cr | ₹128 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Feb 2021 | 07 Jul 2021 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Short-Term Bond Index |
| Turn Over | % | 26.23% |
| Expense Ratio | 0.79 | 0.73 |
| Manager | Sreejith Balasubramanian | Akhil Mittal |
| ISIN Code | INF194KB1AP5 | INF277KA1091 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.59% | 0.75% |
| 6 Month | 2.98% | 2.96% |
| 1 Year | 8.11% | 7.74% |
| 3 Year | 7.58% | 7.37% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.85% | 0.72% |
| 1 Year | 6.19% | 5.73% |
| 3 Year | 7.45% | 7.14% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.65% | 6.99% |
| 3 Year | 6.08% | 6.51% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.89% | 1.01% |
| Sharp | 0.91% | 0.62% |
| Beta | 7.21% | 5.63% |
| Alpha | -1.13% | -0.90% |
Fund Managers
| Scheme Name | Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sreejith Balasubramanian | Akhil Mittal |
| Total AUM | ₹66149 Cr | ₹4981 Cr |
| Funds Managed | 14 | 4 |
| Bandhan Floater Fund Regular - Growth | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Bandhan Floater Fund Regular - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Bandhan Floater Fund Regular - Growth |
Tata Floating Rate Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Bandhan Midcap Fund Regular - Growth
3Y Returns20.74%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.46%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.46%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns13.27%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.65%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns26%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns20.25%