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UTI vs Aditya Birla Sun Life Floating Rate Fund compare
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹13402 Cr | ₹13402 Cr | ₹1409 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹500 |
| Launch Date | 30 Mar 2009 | 30 Mar 2009 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 45% | 16% | 13% |
| Expense Ratio | 0.43 | 0.43 | 0.8 |
| Manager | Dhaval Joshi | Dhaval Joshi | Sudhir Agrawal |
| ISIN Code | INF209K01MG9 | INF209K01MG9 | INF789F1ACO4 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.58% | 0.58% | 0.58% |
| 6 Month | 3.52% | 3.52% | 3.12% |
| 1 Year | 7.83% | 7.83% | 7.26% |
| 3 Year | 7.74% | 7.74% | 7.03% |
| 5 Year | 6.3% | 6.3% | 5.53% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 1.54% | 1.54% | 1.39% |
| 1 Year | 7.42% | 7.42% | 6.77% |
| 3 Year | 7.79% | 7.79% | 7.06% |
| 5 Year | 7.17% | 7.17% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 8.37% | 8.37% | 6.75% |
| 3 Year | 8.06% | 8.06% | 5.21% |
| 5 Year | 8.36% | 8.36% | 5.65% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 0.7% | 0.7% | 0.59% |
| Sharp | 0.61% | 0.61% | 0.48% |
| Beta | 1.39% | 1.39% | 4.82% |
| Alpha | 3.21% | 3.21% | -1.01% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi | Sudhir Agrawal |
| Total AUM | ₹361932 Cr | ₹361932 Cr | ₹7736 Cr |
| Funds Managed | 55 | 55 | 6 |
| Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Large Cap | 2.1 | - | - |
| Others | 98.7 | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100.8 | 100 | 100 |
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