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UTI vs Nippon India Floating Rate Fund compare

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tortoise-icon Nippon India Floater Fund - Regular Plan - Growth Option

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tortoise-icon UTI - Floater Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹8555 Cr ₹1031 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Sep 2004 30 Oct 2018
Category Floater Floater
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 0.46% 0.43%
6 Month 5.21% 4.4%
1 Year 9.48% 7.9%
3 Year 7.8% 6.98%
5 Year 6.44% 5.5%

SIP Return Analysis

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month 2.57% 2.15%
1 Year 9.81% 8.36%
3 Year 8.58% 7.46%
5 Year 7.31% 6.45%

Rolling Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 7.88% 6.72%
3 Year 7.54% 5.08%
5 Year 7.68% 5.72%

Risk Management

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.91% 0.55%
Sharp 0.05% 0.40%
Beta 1.78% 4.95%
Alpha 3.61% -1.04%

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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 94.56 100

Sector Allocation

Scheme Name

Nippon India Floater Fund - Regular Plan - Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 94.56 100

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