NAV (Dec 6)
6 Month CAGR
The investment objective of the scheme is to generate reasonable returns and reduce interest rate risk by investing in a portfolio comprising predominantly of floating rate instruments and fixed rate instruments swapped for floating rate returns. The Scheme may also invest a portion of its net assets in fixed rate debt securities and money market instruments. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Launched (5y ago)
Oct 30, 2018
AUM in Crores
Crisil Low Duration Debt Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|UTI Floater fund (Growth)||8,44,389||1,11,777||5.9%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
national housing bank8.8%
small industries development bank of india6.9%
182 Days Treasury Bill 29-02-20246.9%
net current assets6.7%
UTI Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
UTI Floater fund (G) is a Floater Debt fund and has delivered an annualised return of 5.9% over a period of 5 years. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Sudhir Agarwal.
Nav of UTI Floater fund (G) as of 12/6/2023 is ₹1337.90 with the total AUM as of 12/7/2023 is ₹1418.88. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Floater fund (G) was launched on Oct 30, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for UTI Floater fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Floater fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Crisil Low Duration Debt Index TR INR.
UTI Floater fund (G) is rated as a 0 fund in Debt and delivered 6.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Floater fund (G).
What is UTI Floater fund (G)?
How to invest in UTI Floater fund (G)?
You can invest in UTI Floater fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Floater fund (G)?
The minimum sip amount for UTI Floater fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Floater fund (G) good to invest in?
As per Scripbox experts, UTI Floater fund (G) is a Not Reviewed Yet fund. You can investUTI Floater fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Floater fund (G)?
The expense ratio of the UTI Floater fund (G) is 0.85% for regular plan.