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) | ₹670 Cr | ₹295 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 | -1.35% | -1.68% |
6 Month | 4.17% | 3.5% |
1 Year | 8.27% | 6.86% |
3 Year | 7.72% | 6.64% |
5 Year | 5.34% | 4.62% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
6 Month | 0.95% | 0.53% |
1 Year | 6.58% | 5.14% |
3 Year | 7.83% | 6.82% |
5 Year | 6.64% | 5.67% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
1 Year | 6.85% | 7.2% |
3 Year | 7.91% | 6.71% |
5 Year | 7.8% | 6.35% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.24% | 2.48% |
Sharp | 0.65% | 0.27% |
Beta | 0.97% | 1.12% |
Alpha | -0.55% | -1.66% |
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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 |
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