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) | ₹545 Cr | ₹271 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 | 0.45% | 0.04% |
| 6 Month | 0.11% | -1.41% |
| 1 Year | 4.6% | 2.26% |
| 3 Year | 6.77% | 5.34% |
| 5 Year | 5.2% | 3.82% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.98% | -0.16% |
| 1 Year | 2.39% | -0.8% |
| 3 Year | 5.92% | 4.16% |
| 5 Year | 5.98% | 4.53% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.82% | 6.85% |
| 3 Year | 7.87% | 6.53% |
| 5 Year | 7.69% | 6.12% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.9% | 1.97% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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