SBI Floating Rate Debt Fund vs UTI compare

Link copied to clipboard!

tortoise-icon SBI Floating Rate Debt Fund - Regular Plan - Growth

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 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) ₹1154 Cr ₹1382 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 27 Oct 2020 05 Oct 2018
Category Floater Floater
Fund Type Open Ended
Benchmark NIFTY Short Duration Index CRISIL Low Duration Debt
Turn Over 72% 13%
Expense Ratio 0.46 0.84
Manager Pradeep Kesavan Sudhir Agrawal
ISIN Code INF200KA1R15 INF789F1ACO4
Exits Load Exit load of 0.10%, if redeemed within 3 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Month 0.6% 0.5%
6 Month 4.26% 3.51%
1 Year 8.24% 7.07%
3 Year 6.5% 5.64%
5 Year - 5.56%

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.34% 6.96%
3 Year 7.57% 6.53%
5 Year - 5.76%

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.17% 6.43%
3 Year 5.83% 4.91%
5 Year - 5.75%

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.84% 0.68%
Sharp 0.54% -0.43%
Beta 1.55% 1.33%
Alpha 3.56% 2.38%

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 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
Fund Manage 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 100 100.02

Sector Allocation

Scheme Name

SBI Floating Rate Debt Fund - Regular Plan - Growth

UTI - Floater Fund - Regular Plan - Growth Option

Others 4.46 7.76
Sovereign 65.97 -
Construction 8.98 -
Financial 14.38 88.68
Communication 5.11 -
Services 1.1 -
Capital Goods - 3.58

Top Comparisons

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns13.17%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.88%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns6.06%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns5.65%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.85%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully