• Mutual Funds
  • UTI Mutual Fund
  • UTI Floater fund (RIDCW-Q)

Formerly UTI Floater Reg Qt DR

UTI Mutual Fund

UTI Floater fund (RIDCW-Q)

DebtFloater

1111.1029

NAV (Sep 29)

4.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,991 Cr

Rolling Returns

View all 8 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1111.1029

NAV (Sep 29)

Fund Returns

Last 1Y

1.2%

Last 3Y

3.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

4.3%

6 Month CAGR

0.7%

Scheme Information

Investment Objective

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.

Expense Ratio

0.85

Launched (4y ago)

Oct 30, 2018

AUM in Crores

1990.891

ISIN

INF789F1ACQ9

Lock-in

No Lock-in

Benchmark

Crisil Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

20000

Fund Managers

Sudhir Agarwal

Fund Manager

Amandeep Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-09-29

Top Debt Holdings

net current assets

15.1%
15.1%

182 Days Treasury Bill 03-11-2022

7.2%
7.2%

axis finance limited

5.6%
5.6%

rural electrification corporation limited

5%
5%

canara bank

4.9%
4.9%
See all holdings

Compare UTI Floater fund (RIDCW-Q)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 48,600 cr

₹ 15,110 cr

₹ 15,466 cr

₹ 15,116 cr

₹ 48,600 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 189,617 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,488 debt and 31 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    14.5%

    11.4%

    17.4%

    14.5%

    15.3%

    15.5%

    3.4%

    6.3%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Floater fund (RIDCW-Q) Review

    UTI Floater fund (RIDCW-Q) is a Floater Debt fund and has delivered an annualised return of 4.3% over a period of 3 years. The fund was previously known as UTI Floater Reg Qt DR. The fund is managed by UTI Asset Management Co Ltd. The fund managers are Amandeep Chopra, Sudhir Agarwal.

    Nav of UTI Floater fund (RIDCW-Q) as of 9/29/2022 is ₹1111.10 with the total AUM as of 9/30/2022 is ₹1990.891. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Floater fund (RIDCW-Q) 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 (RIDCW-Q) 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 ₹20000. Check your estimated returns on mutual funds by using sip calculator.

    UTI Floater fund (RIDCW-Q) 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 (RIDCW-Q) is rated as a 0 fund in Debt and delivered 1.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Floater fund (RIDCW-Q).

    Frequently Asked Questions

    What is UTI Floater fund (RIDCW-Q)?

    UTI Floater fund (RIDCW-Q) is a Floater Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in UTI Floater fund (RIDCW-Q)?

    You can invest in UTI Floater fund (RIDCW-Q) 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 (RIDCW-Q)?

    The minimum sip amount for UTI Floater fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹20000.

    Is UTI Floater fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, UTI Floater fund (RIDCW-Q) is a Not Reviewed Yet fund. You can investUTI Floater fund (RIDCW-Q) 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 (RIDCW-Q)?

    The expense ratio of the UTI Floater fund (RIDCW-Q) is 0.85% for regular plan.