UTI vs Nippon India Floating Rate Fund compare
Nippon India Floater Fund - Regular Plan - Growth Option
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹8388 Cr | ₹1462 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 02 Sep 2004 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond TRI | CRISIL Low Duration Debt |
| Turn Over | 119% | 13% |
| Expense Ratio | 0.65 | 0.8 |
| Manager | Anju Chhajer | Sudhir Agrawal |
| ISIN Code | INF204K01CG1 | INF789F1ACO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.09% | 0.31% |
| 6 Month | 2.74% | 2.69% |
| 1 Year | 7.93% | 7.04% |
| 3 Year | 7.75% | 6.93% |
| 5 Year | 6.14% | 5.54% |
SIP Return Analysis
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.28% | 1.32% |
| 1 Year | 6.63% | 6.14% |
| 3 Year | 7.79% | 6.87% |
| 5 Year | 7.15% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8% | 6.78% |
| 3 Year | 7.65% | 5.27% |
| 5 Year | 7.66% | 5.63% |
Risk Management
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.91% | 0.59% |
| Sharp | 0.05% | 0.49% |
| Beta | 1.78% | 4.89% |
| Alpha | 3.61% | -1.02% |
Fund Managers
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anju Chhajer | Sudhir Agrawal |
| Total AUM | ₹71679 Cr | ₹7736 Cr |
| Funds Managed | 13 | 6 |
| Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Floater Fund - Regular Plan - Growth Option |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns18.48%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.08%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.69%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.81%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.99%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.69%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns17.13%