Axis Gilt Fund vs UTI compare
UTI - Gilt Fund - Regular Plan - Growth Option
Axis Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹561 Cr | ₹599 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 14 Jan 2002 | 23 Jan 2012 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec TRI |
| Turn Over | 78% | 20% |
| Expense Ratio | 0.92 | 0.8 |
| Manager | Sudhir Agrawal | Devang Shah |
| ISIN Code | INF789F01661 | INF846K01AX8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.03% | -0.5% |
| 6 Month | 0.69% | 0.23% |
| 1 Year | 4.88% | 4.5% |
| 3 Year | 6.88% | 7.15% |
| 5 Year | 5.18% | 5.31% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.69% | 0.03% |
| 1 Year | 3.3% | 2.25% |
| 3 Year | 6.27% | 6.45% |
| 5 Year | 6.1% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.85% | 7.57% |
| 3 Year | 7.88% | 6.99% |
| 5 Year | 7.72% | 7.47% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.94% | 2.99% |
| Sharp | 0.11% | 0.21% |
| Beta | 1.02% | 1.03% |
| Alpha | -1.00% | -0.71% |
Fund Managers
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sudhir Agrawal | Devang Shah |
| Total AUM | ₹7736 Cr | ₹60014 Cr |
| Funds Managed | 6 | 15 |
| UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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