Tata Floating Rate Fund vs Nippon India Floating Rate Fund compare
Nippon India Floating Rate Fund - Growth Plan-Growth Option
Tata Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹7635 Cr | ₹146 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 02 Sep 2004 | 07 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond TRI | CRISIL Short-Term Bond Index |
Turn Over | 119% | 26.23% |
Expense Ratio | 0.6 | 0.73 |
Manager | Anju Chhajer | Akhil Mittal |
ISIN Code | INF204K01CG1 | INF277KA1091 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.44% | 1.33% |
6 Month | 4.69% | 4.67% |
1 Year | 9.29% | 9.03% |
3 Year | 7.25% | 7.17% |
5 Year | 6.94% | - |
SIP Return Analysis
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.94% | 3.03% |
1 Year | 10.04% | 10.08% |
3 Year | 8.41% | 8.15% |
5 Year | 7.12% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.87% | 6.73% |
3 Year | 7.56% | 6.12% |
5 Year | 7.69% | - |
Risk Management
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.91% | 0.576% |
Sharp | 0.05% | 0.179% |
Beta | 1.78% | 2.107% |
Alpha | 3.61% | -0.331% |
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Fund Managers
Scheme Name | Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Name | Anju Chhajer | Akhil Mittal |
Total AUM | ₹71679 Cr | ₹4981 Cr |
Funds Managed | 13 | 4 |
Nippon India Floating Rate Fund - Growth Plan-Growth Option | Tata Floating Rate Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Floating Rate Fund - Growth Plan-Growth Option |
Tata Floating Rate Fund-Regular Plan-Growth |
---|---|---|
Others | 100 | 100 |
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