InvestVerdict
UTI Floating Interest Rates Fund
Direct Plan · Flexi IDCW · Mutual fund · Scheme code 145291
Fund houseUTI Mutual Fund
CategoryMutual fund
Plan & optionDirect · Flexi IDCW
History7.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.37 | 1.97 | 3.14 | 6.34 | 7.13 | 5.94 | 5.57 | — | 6.03 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.5% | 0.42 | 0.47 | — | — | -3.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 331 | 0.4% | 7.2% | 9.7% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.