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Tata Floating Rate Fund vs UTI compare
Tata Floating Rate Fund-Regular Plan-Growth
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹141 Cr | ₹1548 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Jul 2021 | 30 Oct 2018 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index | CRISIL Low Duration Debt |
| Turn Over | 26.23% | 13% |
| Expense Ratio | 0.73 | 0.8 |
| Manager | Akhil Mittal | Sudhir Agrawal |
| ISIN Code | INF277KA1091 | INF789F1ACO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.22% | 0.35% |
| 6 Month | 4.21% | 3.85% |
| 1 Year | 7.76% | 7.25% |
| 3 Year | 7.17% | 6.83% |
| 5 Year | - | 5.5% |
SIP Return Analysis
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.95% | 1.1% |
| 1 Year | 6.8% | 6.62% |
| 3 Year | 7.46% | 6.99% |
| 5 Year | - | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.95% | 6.74% |
| 3 Year | 6.41% | 5.16% |
| 5 Year | - | 5.68% |
Risk Management
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.00% | 0.62% |
| Sharp | 0.38% | 0.12% |
| Beta | 4.89% | 4.76% |
| Alpha | -0.94% | -1.20% |
Fund Managers
| Scheme Name | Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Akhil Mittal | Sudhir Agrawal |
| Total AUM | ₹4981 Cr | ₹7736 Cr |
| Funds Managed | 4 | 6 |
| Tata Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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