- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Floating Rate Debt Fund vs UTI compare
SBI Floating Rate Debt Fund - Regular Plan - Growth
UTI - Floater Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹1259 Cr | ₹1418 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Oct 2020 | 30 Oct 2018 |
| Category | Floater | Floater |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Index | CRISIL Low Duration Debt |
| Turn Over | 72% | 13% |
| Expense Ratio | 0.42 | 0.8 |
| Manager | Pradeep Kesavan | Sudhir Agrawal |
| ISIN Code | INF200KA1R15 | INF789F1ACO4 |
| Exits Load | SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.75% | 0.86% |
| 6 Month | 3.62% | 3.57% |
| 1 Year | 8.04% | 7.1% |
| 3 Year | 7.03% | 6.29% |
| 5 Year | - | 5.69% |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 2.18% |
| 1 Year | 7.89% | 7.33% |
| 3 Year | 7.85% | 6.96% |
| 5 Year | - | 6.03% |
Rolling Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.39% | 6.66% |
| 3 Year | 6.02% | 5.02% |
| 5 Year | - | 5.73% |
Risk Management
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.797% | 0.515% |
| Sharp | 0.492% | -1% |
| Beta | 4.599% | 3.593% |
| Alpha | -0.575% | -1.074% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Sudhir Agrawal |
| Total AUM | ₹434274 Cr | ₹7736 Cr |
| Funds Managed | 43 | 6 |
| SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Floating Rate Debt Fund - Regular Plan - Growth |
UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns12.32%
HSBC Focused Fund - Regular Growth
3Y Returns11.28%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns16.95%
Quant ESG Equity Fund Regular - Growth
3Y Returns12.66%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns18.5%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns12.32%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns6.58%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns6.84%
