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) | ₹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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