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) | ₹8202 Cr | ₹1580 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 | -0.02% | 0.13% |
| 6 Month | 2.18% | 2.26% |
| 1 Year | 7.28% | 6.6% |
| 3 Year | 7.59% | 6.83% |
| 5 Year | 6.21% | 5.57% |
SIP Return Analysis
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.9% | 1.11% |
| 1 Year | 5.36% | 5.33% |
| 3 Year | 7.38% | 6.61% |
| 5 Year | 6.96% | 6.29% |
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 | 7.66% | 5.29% |
| 5 Year | 7.66% | 5.62% |
Risk Management
| Scheme Name | Nippon India Floater Fund - Regular Plan - Growth Option | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.91% | 0.68% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
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