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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) | ₹793 Cr | ₹1462 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Oct 2020 | 30 Oct 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| 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 | 0.12% | 0.27% |
| 6 Month | 2.25% | 2.53% |
| 1 Year | 6.93% | 7.01% |
| 3 Year | 7.55% | 6.94% |
| 5 Year | 6.15% | 5.52% |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.06% | 1.34% |
| 1 Year | 5.85% | 6.34% |
| 3 Year | 7.37% | 6.91% |
| 5 Year | 6.95% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.39% | 6.78% |
| 3 Year | 6.52% | 5.27% |
| 5 Year | 6.25% | 5.63% |
Risk Management
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.64% | 0.59% |
| Sharp | 1.48% | 0.49% |
| Beta | 5.25% | 4.89% |
| Alpha | -0.50% | -1.02% |
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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