SA
Sudhir AgarwalFund Manager Since 30 Oct 2018
Fixed IncomeFloating Rate
UTI Floater Regular Growth
3Y Annualised
6.69%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.74%
0.08% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
10 years 8 months
NIFTY 50
7 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹1560.59 Cr
Min. SIP amount
₹2500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Floating Interest Fund A Fortnightly Reinvestment Inc Dist cum Cap Wdrl
1.92%
2nd
ICICI Prudential Floating Interest Fund B Growth
1.92%
3rd
ICICI Prudential Floating Interest Fund B Fortnightly Reinvestment Inc Dist cum Cap Wdrl
1.92%
4th
ICICI Prudential Floating Interest Fund C Fortnightly Payout Inc Dist cum Cap Wdrl
1.92%
5th
ICICI Prudential Floating Interest Fund A Growth
1.92%
125th
UTI Floater Regular Growth
0.74%
Fund Managers
About UTI Floater Regular Growth
UTI Floater Regular Growth is a Fixed Income mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 7 years, having been launched on 2018-10-30. UTI Floater Regular Growth has ₹1560.59 Cr worth of assets under management (AUM) as of Tue Jun 16 2026. The latest Net Asset Value (NAV) of UTI Floater Regular Growth as of Mon Jun 15 2026 is ₹1578.7803. The fund has an expense ratio of 0.84%, which is medium comparable to most other Fixed Income funds.
UTI Floater Regular Growth returns for the last 1 year are 5.55%. Since launch, it has delivered 6.17% average annual returns.
The UTI Floater Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of UTI Floater Regular Growth.
- 6.17% Govt Stock 2028: 6.46%
- Summit Digitel Infrastructure Limited: 3.22%
- Small Industries Development Bank Of India: 3.20%
- Rec Limited: 3.20%
- Indian Railway Finance Corporation Limited: 3.20%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2018-10-30 |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address |
Tax Implications of UTI Floater Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from UTI Asset Management Co Ltd
UTI Conservative Hybrid Fund Regluar Plan Growth
AllocationConservative Allocation
3Y CAGR
8.01%
expense ratio
1.96%
fund size
₹1641.13 Cr
UTI MNC Fund Regular Plan Growth
EquityEquity - Other
3Y CAGR
9.89%
expense ratio
2.98%
fund size
₹2681.60 Cr
UTI Large cap Fund Regular Plan Growth
EquityLarge-Cap
3Y CAGR
8.82%
expense ratio
1.94%
fund size
₹11852.52 Cr
UTI Mid Cap Fund Regular Plan Growth
EquityMid-Cap
3Y CAGR
13.92%
expense ratio
2.09%
fund size
₹11870.75 Cr
UTI Value fund Fund-Direct Growth Option
EquityValue
3Y CAGR
15.55%
expense ratio
1.52%
fund size
₹9257.87 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
