HSBC Gilt Fund vs UTI compare
UTI - Gilt Fund - Regular Plan - Growth Option
HSBC Gilt Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Fund | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹566 Cr | ₹288 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 14 Jan 2002 | 29 Mar 2000 |
| Category | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec Index |
| Turn Over | 78% | 28% |
| Expense Ratio | 0.92 | 1.7 |
| Manager | Sudhir Agrawal | Jalpan Shah |
| ISIN Code | INF789F01661 | INF917K01BP1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.6% | 0.44% |
| 6 Month | -0.13% | -1.11% |
| 1 Year | 5.67% | 4.28% |
| 3 Year | 7.11% | 6.02% |
| 5 Year | 5.11% | 4.09% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.31% | 0.06% |
| 1 Year | 3.8% | 2.6% |
| 3 Year | 6.63% | 5.63% |
| 5 Year | 6.21% | 5.21% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.87% | 7.13% |
| 3 Year | 7.89% | 6.69% |
| 5 Year | 7.74% | 6.28% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.95% | 3.14% |
| Sharp | 0.09% | -0.23% |
| Beta | 1.20% | 1.34% |
| Alpha | -1.33% | -2.50% |
Fund Managers
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Name | Sudhir Agrawal | Jalpan Shah |
| Total AUM | ₹7736 Cr | ₹16521 Cr |
| Funds Managed | 6 | 6 |
| UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns21.19%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.87%
HDFC Technology Fund - Regular (G)
3Y Returns0%
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.63%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.44%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns19.55%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns16.05%