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UTI Mutual Fund

UTI Floating Interest Rates Fund

UTI Mutual Fund · Direct plan · Growth

3-year returns
7.1%
a year
NAV
₹1,685.46
▲ 0.02% · 18 Sept 2026
Fund size
₹1,575 Cr
Expense ratio
0.44%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹1,602.39 and has returned 6.65% a year over 3 years.

Returns, and where it stands

Against the average floater fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.3%6.4%behind7 of 12
3 years7.1%7.6%behind12 of 12
5 years6.3%6.8%behind12 of 12
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.3%0.3%
3 months1.5%1.4%
6 months3.3%3%
1 year6.3%5.8%
2 yearsp.a.7%6.5%
3 yearsp.a.7.1%6.6%
5 yearsp.a.6.3%5.8%
7 yearsp.a.6.5%5.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Oct 2018.

Plan

NAV history

▲ 6.29% in the last 1Y

1,5871,6361,68518 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,627
XIRR (per year)
6.86%
Value today
₹1,99,627

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.6% a year
about the same as the floater fund average
Worst fall so far
−1.5%
Mar 2020 to Mar 2020, against −1.3% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4.9% to 7.6%
A year, at worst and at best. Typically 6.3%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
30 Oct 2018
Expense ratio
0.44%
as of 31 Jul 2026

Managed by Pankaj Pathak

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

UTI Floating Interest Rates Fund against other funds in the Floater Fund category
Fund1Y3Y5YExpenseFund size
Axis Floating Interest Rates Fund7.2%8.29%7.2%0.23%₹149 Cr
Franklin India Floating Interest Rates Fund6.64%8%7.17%0.38%₹281 Cr
Bandhan Floating Interest Rates Fund6.79%7.87%6.79%0.1%₹224 Cr
ICICI Prudential Floating Interest Rates Fund6.77%7.77%7.07%0.3%₹9,119 Cr
Kotak Floating Interest Rates Fund6.02%7.71%6.69%0.24%₹3,425 Cr
DSP Floating Interest Rates Fund5.6%7.69%6.68%0.29%₹321 Cr
UTI Floating Interest Rates Fund6.29%7.12%6.32%0.44%₹1,575 Cr

About UTI Floating Interest Rates Fund

UTI Floating Interest Rates Fund is a floater fund managed by UTI Mutual Fund. Invest at least 65% in floating-rate instruments, whose interest resets with market rates.

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.

The scheme's stated objective, as published by UTI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹1,685.4585145295
DirectAnnual IDCW₹1,542.904145293
DirectFlexi IDCW₹1,587.8294145291
DirectHalf yearly IDCW₹1,536.2985145296
DirectQuarterly IDCW₹1,435.3484145290
RegularGrowth₹1,602.3877145287
RegularAnnual IDCW₹1,521.7732145289
RegularFlexi IDCW₹1,464.8654145292
RegularHalf yearly IDCW₹1,415.1529145288
RegularQuarterly IDCW₹1,298.0229145294

Frequently asked questions

What is the NAV of UTI Floating Interest Rates Fund today?

The NAV of UTI Floating Interest Rates Fund (Direct plan, Growth) is ₹1,685.4585 and the Regular plan NAV is ₹1,602.3877, as of 18 Sept 2026.

What returns has UTI Floating Interest Rates Fund given?

Over the last year the Direct plan returned 6.29%, and 7.12% a year over 3 years and 6.32% a year over 5 years. That places it 12 of 12 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of UTI Floating Interest Rates Fund?

The Direct plan charges 0.44% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in UTI Floating Interest Rates Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has UTI Floating Interest Rates Fund fallen in the past?

Its deepest fall was 1.5% from 6 Mar 2020 to 24 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does UTI Floating Interest Rates Fund belong to?

It is a Floater Fund from UTI Mutual Fund. Invest at least 65% in floating-rate instruments, whose interest resets with market rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from UTI Floating Interest Rates Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.