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SBI Floating Rate Debt Fund vs UTI compare

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tortoise-icon SBI Floating Rate Debt 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 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) ₹947 Cr ₹1377 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 0.5% 0.55%
6 Month 4.5% 4.2%
1 Year 8.24% 7.69%
3 Year 7.69% 6.97%
5 Year - 5.47%

SIP Return Analysis

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
6 Month 2.05% 1.99%
1 Year 8.48% 8.13%
3 Year 8.24% 7.4%
5 Year - 6.45%

Rolling Lumpsum Returns

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
1 Year 6.57% 6.72%
3 Year 6.18% 5.08%
5 Year - 5.72%

Risk Management

Scheme Name SBI Floating Rate Debt Fund - Regular Plan - Growth UTI - Floater Fund - Regular Plan - Growth Option
Standard Deviation 0.67% 0.54%
Sharp 1.50% 0.37%
Beta 4.45% 4.42%
Alpha -0.19% -0.97%

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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

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