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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) ₹8175 Cr ₹1434 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 0.23% 0.17%
6 Month 4.64% 3.9%
1 Year 8.69% 7.38%
3 Year 7.7% 6.88%
5 Year 6.34% 5.47%

SIP Return Analysis

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
6 Month 1.85% 1.53%
1 Year 8.59% 7.25%
3 Year 8.28% 7.15%
5 Year 7.21% 6.34%

Rolling Lumpsum Returns

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
1 Year 7.9% 6.74%
3 Year 7.55% 5.16%
5 Year 7.66% 5.68%

Risk Management

Scheme Name Nippon India Floater Fund - Regular Plan - Growth Option UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.91% 0.53%
Sharp 0.05% 0.47%
Beta 1.78% 4.65%
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

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