HomeMutual FundsUTI Floater Regular Growth

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Overview (as on 09 Apr 2021)

NAV

₹1,183.1457

1y returns

6.431%

Fund AUM

₹2,582 Cr

Expense Ratio

1.3%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
UTI Floater Regular Growth
₹0
3.26% projected returns
HDFC Floating Rate Debt - Wholesale Plan - Growth
₹0
3.91% projected returns
ICICI Prudential Floating Interest Fund Growth
₹0
3.88% projected returns
Nippon India Floating Rate Fund Growth
₹0
3.91% projected returns
Aditya Birla Sun Life Floating Rate Fund Retail Growth
₹0
3.91% projected returns
Kotak Floating Rate Fund Regular Growth
₹0
3.91% projected returns

Asset Allocation

Debt & Cash (100.00%)
Sector Allocation
Cash Equivalent
45.47%
Corporate
27.73%
Government
24.49%
Securitized
2.31%
Debt Credit Ratings
AAA
99.11%
AA
0.89%

Key Metrics

Modified Duration 

1.49 yr

Average Maturity 

1.67 yr

Yield to Maturity 

4.64%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
UTI Floater Regular Growth
Scheme Document
Click Here
Exit Load

After 0 Years : 0%

Plan Started
30 October, 2018
Fund Manager
Amandeep Chopra
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Peer Funds

HDFC Floating Rate Debt - Wholesale Plan - Growth  

DebtFloating RateRegularModerate Risk

1 yr returns

8.58%

AUM

₹16,559 Cr

Expense Ratio

0.48%

Aditya Birla Sun Life Floating Rate Fund Retail Growth  

DebtFloating RateRegularLow to Moderate Risk

1 yr returns

7.58%

AUM

₹14,250 Cr

Expense Ratio

0.38%

Nippon India Floating Rate Fund Growth  

DebtFloating RateRegularLow to Moderate Risk

1 yr returns

9.99%

AUM

₹13,644 Cr

Expense Ratio

0.57%

ICICI Prudential Floating Interest Fund Growth  

DebtFloating RateRegularModerate Risk

1 yr returns

8.49%

AUM

₹13,844 Cr

Expense Ratio

1.4%

Kotak Floating Rate Fund Regular Growth  

NR
DebtFloating RateRegularModerate Risk

1 yr returns

9.62%

AUM

₹4,320 Cr

Expense Ratio

0.62%

UTI Floater Regular Growth

NAV

₹1,183.1457

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Amandeep Chopra
Amandeep Chopra

leader

Work Experience
"null"
Sudhir Agarwal
Sudhir Agarwal

manager

Work Experience
"null"
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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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