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UTI vs Tata Floating Rate Fund compare

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tortoise-icon Tata Floating Rate Fund-Regular Plan-Growth

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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 Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Fund Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹146 Cr ₹1418 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 07 Jul 2021 30 Oct 2018
Category Floater Floater
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index CRISIL Low Duration Debt
Turn Over 26.23% 13%
Expense Ratio 0.73 0.8
Manager Akhil Mittal Sudhir Agrawal
ISIN Code INF277KA1091 INF789F1ACO4
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Month 1.1% 0.8%
6 Month 5.07% 4.31%
1 Year 9.23% 7.87%
3 Year 7.46% 6.85%
5 Year - 5.71%

SIP Return Analysis

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
6 Month 3.06% 2.49%
1 Year 10.3% 8.65%
3 Year 8.28% 7.45%
5 Year - 6.37%

Rolling Lumpsum Returns

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.73% 6.66%
3 Year 6.12% 5.02%
5 Year - 5.73%

Risk Management

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.576% 0.515%
Sharp 0.179% -1%
Beta 2.107% 3.593%
Alpha -0.331% -1.074%

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Fund Managers

Scheme Name Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option
Name Akhil Mittal Sudhir Agrawal
Total AUM ₹4981 Cr ₹7736 Cr
Funds Managed 4 6
Tata Floating Rate Fund-Regular Plan-Growth UTI - Floater Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

Tata Floating Rate Fund-Regular Plan-Growth

UTI - Floater Fund - Regular Plan - Growth Option

Others 100 100

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