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Tata Floating Rate Fund vs Nippon India Floating Rate Fund compare

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tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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