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Floater Fund

SBI Floating Rate DEBT Fund · Direct · Growth

SBI Mutual Fund

NAV

₹14.2490

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+6.02%
3Y
+7.77%
5Y
+6.69%
Since Inception
+6.42%

SIP returns (XIRR)

1Y
+6.56%
3Y
+7.38%
5Y
+7.26%
Since Inception
+7.08%

Returns calculated from 27 October 2020 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseSBI Mutual Fund
CategoryFloater Fund
Launch Date06 Oct 2020
AMFI Code148550
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with SBI Floating Rate Debt Fund - Regular Plan - Growth

Holding% NAV

Investment Objective

SBI Floating Rate DEBT Fund · Direct · Growth by SBI Mutual Fund is a Floater Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Floater Fund category.

About This Fund

SBI Floating Rate DEBT Fund · Direct · Growth is a Floater Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 5 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations