SBI Floating Interest Rates Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Floating Interest Rates Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹677 Cr
N/A
0.42
0.10% - For exit within 3 days from the date of allotment.Nil - For exit on or after 3 days from the date of allotment.
NIFTY Short Duration Debt Index A-II
SBI Floating Interest Rates Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.17 | -1.48 | 1.92 |
| 6M | 3.19 | 2.61 | 4.76 |
| 1Y | 5.89 | 3.21 | 7.57 |
| 3Y | 7.23 | 12.21 | 26.85 |
Portfolio Analysis
- Equity:
- Debt: 99.12%
- Others
About Fund SBI Floating Interest Rates Fund Growth
SBI Floating Interest Rates Fund Growth managed by SBI Mutual Fund,is a Floater Fundsscheme with Assets Under Management of ₹677 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.42. Under the expert guidance of Rajeev Radhakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rajeev Radhakrishnan
Mr. Rajeev has done his B.E (Production), MMS (Finance) and Cleared Level 2 of the CFA exam conducted by CFA Institute, USA. Total experience of 9 years in funds management. Around 5 yrs in Fixed Income funds management and dealing. Previously he was associated UTI Asset Management Company Ltd. as Co - Fund Manager.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bandhan Floating Interest Rates Fund Growth | 0 | 225 CR | 0.72 |
| HDFC Floating Interest Rates Fund Growth | 5 | 16,090 CR | 0.5 |
| SBI Floating Interest Rates Fund Growth | 0 | 677 CR | 0.42 |
| DSP Floating Interest Rates Fund Growth | 0 | 318 CR | 0.57 |
| Axis Floating Interest Rates Fund Growth | 0 | 150 CR | 0.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBandhan Floating Interest Rates Fund Growth | 5.7529 | 23.2054 |
| This FundHDFC Floating Interest Rates Fund Growth | 5.5038 | 23.2833 |
| This FundSBI Floating Interest Rates Fund Growth | 5.8884 | 23.296 |
| This FundDSP Floating Interest Rates Fund Growth | 4.9367 | 23.6654 |
| This FundAxis Floating Interest Rates Fund Growth | 6.2699 | 25.6539 |
SBI Floating Interest Rates Fund Growth FAQs
- 1 Month : 0.17%
- 6 Months : 3.19%
- 1 Year : 5.89%
- 3 Years : 7.23%
