Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Nippon India Floating Rate Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Floating Rate Fund - Growth Plan-Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Fund Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹7635 Cr ₹1418 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 0.6 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 Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Month 1.2% 0.91%
6 Month 5.35% 4.47%
1 Year 9.83% 8.04%
3 Year 7.8% 6.91%
5 Year 6.85% 5.71%

SIP Return Analysis

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month 3.09% 2.49%
1 Year 10.5% 8.65%
3 Year 8.62% 7.45%
5 Year 7.27% 6.37%

Rolling Lumpsum Returns

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 7.87% 6.66%
3 Year 7.56% 5.02%
5 Year 7.69% 5.73%

Risk Management

Scheme Name Nippon India Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.91% 0.515%
Sharp 0.05% -1%
Beta 1.78% 3.593%
Alpha 3.61% -1.074%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Floating Rate Fund - Growth 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 Floating Rate Fund - Growth Plan-Growth Option UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Nippon India Floating Rate Fund - Growth Plan-Growth Option

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Top Comparisons

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns18.61%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns17.94%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns22.08%

VS

Axis Multicap Fund - Regular Plan - Growth Axis Multicap Fund - Regular Plan - Growth

3Y Returns24.43%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns19.98%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns19.73%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns21%

Compare Now
Add to Cart Successfully