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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) | ₹561 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 | Domestic Deb FoF | Domestic Deb FoF |
| 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 | 0.03% | -0.61% |
| 6 Month | 0.69% | -0.75% |
| 1 Year | 4.88% | 2.61% |
| 3 Year | 6.88% | 5.48% |
| 5 Year | 5.18% | 3.86% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.69% | -0.5% |
| 1 Year | 3.3% | 0.16% |
| 3 Year | 6.27% | 4.58% |
| 5 Year | 6.1% | 4.7% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.85% | 6.89% |
| 3 Year | 7.88% | 6.56% |
| 5 Year | 7.72% | 6.13% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.94% | 3.15% |
| Sharp | 0.11% | -0.31% |
| Beta | 1.02% | 1.09% |
| Alpha | -1.00% | -2.34% |
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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