UTI vs Axis Floater Fund compare
UTI - Floater Fund - Regular Plan - Growth Option
Axis Floater Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Fund | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹1418 Cr | ₹234 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 30 Oct 2018 | 29 Jul 2021 |
Category | Floater | Floater |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
Turn Over | 13% | 119% |
Expense Ratio | 0.8 | 0.53 |
Manager | Sudhir Agrawal | Hardik Shah |
ISIN Code | INF789F1ACO4 | INF846K012B8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.62% | 0.65% |
6 Month | 3.4% | 3.88% |
1 Year | 6.98% | 8.79% |
3 Year | 6.01% | 7.06% |
5 Year | 5.6% | - |
SIP Return Analysis
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.86% | 8.17% |
3 Year | 6.7% | 7.98% |
5 Year | 5.87% | - |
Rolling Lumpsum Returns
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.66% | 6.87% |
3 Year | 5.02% | 6.76% |
5 Year | 5.73% | - |
Risk Management
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.68% | 1.36% |
Sharp | -0.43% | - |
Beta | 1.33% | - |
Alpha | 2.38% | - |
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Fund Managers
Scheme Name | UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Name | Sudhir Agrawal | Hardik Shah |
Total AUM | ₹7736 Cr | ₹0 Cr |
Fund Manage | 6 | 12 |
UTI - Floater Fund - Regular Plan - Growth Option | Axis Floater Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
UTI - Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 99.99 | 100.01 |
Sector Allocation
Scheme Name |
UTI - Floater Fund - Regular Plan - Growth Option |
Axis Floater Fund - Regular Plan - Growth |
---|---|---|
Others | 99.99 | 0.47 |
Construction | - | 3.95 |
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