SBI Floating Rate Debt Fund - Regular Plan - Growth

Scheme Objective

To generate regular income through investment in a portfolio comprising substantially of floating rate debt instruments. The scheme may invest a portion of its net assets in fixed rate debt securities swapped for floating rate returns and money market instruments.

Scheme Details

• Fund manager(s) – Ardhendu Bhattacharya , Rajeev Radhakrishnan , Pradeep Kesavan
• Launch date – 27-Oct-2020
• Expense ratio – 0.4% as declared on 31-Oct-2025 (category average is 0.67%)
• Benchmark - NIFTY Short Duration Debt Index A-II

• Min SIP amount - ₹500
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Floating Rate Debt Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 3 days. There are no other charges.

Tax Rate

Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details