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UTI - Floating Rate Fund Stp

Rating (source: Value Research)
Investment Objective

To generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed rate debt / money market 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.

Investment Information
  • FUND TYPE:

    Debt : Floating Rate

  • DATE OF INCEPTION:

    29/08/2003

  • INVESTMENT PLAN:

    Not Applicable

  • FUND SIZE (Rs.Cr):

    6985.10 (as of 31st Jul 2017)

  • NUMBER OF INVESTORS:

    76630 (as of 31st Jul 2017)

  • MINIMUM INVESTMENT:

    5000

  • LAT DIVIDEND:

    Not Applicable

  • BONUS:

    Not Applicable

Performance

Who should invest?
The UTI Floating Rate Fund aims at generating regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments, fixed debt.

This fund also offers a moderate level of defense against volatile debt markets.

FUND MANAGER
Mr. Amandeep Singh Chopra
Mr. Amandeep Singh Chopra is a graduate from St. Stephens College, Delhi and an MBA from FMS, Delhi.

FUND MANAGER
Mr Manish Joshi
Manish Joshi is M.Sc, MFM.

OPTIONS AVAILABLE
SIP & SWP

Period Returns (%)
2014-2015 8.71
2015-2016 8.56
2016-2017 8.03
Since Inception 7.43

You can view portfolio, fees, document and more on the full website

Other facilities available on www.utimf.com (desktop version)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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