SBI Floating Rate Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
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SBI Floating Rate Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
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Fund Overview
₹904.19 Cr.
₹500
₹5000
INF200KA1R31
0.42%
No Lock-in
Trailing Returns
View full Return AnalysisAs of September 12, 2025
Risk Analysis
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Suitable for conservative investments and investors with low risk / low-moderate risk tolerance.
About This Fund
More InformationSBI Floating Rate Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by Mutual Fund on October 27, 2020, and falls under the Floater fund category. It currently manages an AUM of Rs 904.19 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.42% for managing the portfolio.
Investing Strategy:
To generate regular income through investment in a portfolio comprising substantially of floating rate debt instruments. The scheme may invest a portion of its net assets in fixed rate debt securities swapped for floating rate returns and money market instruments.
Performance:
SBI Floating Rate Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 7.49% (1 year), 7.58% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.4%.
SIP Amount
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SBI Floating Rate Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)
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