HDFC Gilt Fund vs UTI compare

HDFC Gilt Fund vs UTI compare

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HDFC Gilt Fund - Growth Plan

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UTI - Gilt Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Fund	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderate
Asset Size (Cr)	₹2945 Cr	₹565 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	25 Jul 2001	14 Jan 2002
Category	Domestic Deb FoF	Domestic Deb FoF
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Dynamic Gilt TRI	CRISIL Dynamic Gilt TRI
Turn Over	21.38%	78%
Expense Ratio	0.89	0.92
Manager	Anil Bamboli	Sudhir Agrawal
ISIN Code	INF179K01756	INF789F01661
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
1 Month	-0.49%	0.06%
6 Month	-0.02%	0.65%
1 Year	4.37%	4.84%
3 Year	6.78%	6.89%
5 Year	4.9%	5.18%

SIP Return Analysis

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
6 Month	0.38%	0.94%
1 Year	2.78%	3.64%
3 Year	6.41%	6.53%
5 Year	6.1%	6.24%

Rolling Lumpsum Returns

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
1 Year	6.44%	6.85%
3 Year	6.52%	7.88%
5 Year	6.17%	7.72%

Risk Management

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation	2.74%	1.9%
Sharp	0.10%	-0.11%
Beta	0.96%	0.44%
Alpha	-0.94%	-0.44%

Fund Managers

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Name	Anil Bamboli	Sudhir Agrawal
Total AUM	₹135442 Cr	₹7736 Cr
Funds Managed	12	6
	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Others	100	100

Sector Allocation

Scheme Name	HDFC Gilt Fund - Growth Plan	UTI - Gilt Fund - Regular Plan - Growth Option
Others	100	100

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