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UTI vs SBI Floating Rate Debt Fund 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 | 1.1% | 1.09% |
| 6 Month | 4.2% | 4.05% |
| 1 Year | 8.66% | 7.71% |
| 3 Year | 7.34% | 6.59% |
| 5 Year | - | 5.76% |
SIP Return Analysis
| Scheme Name | SBI Floating Rate Debt Fund - Regular Plan - Growth | UTI - Floater Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.51% | 2.41% |
| 1 Year | 8.89% | 8.35% |
| 3 Year | 8.22% | 7.31% |
| 5 Year | - | 6.26% |
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% |
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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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