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) | ₹584 Cr | ₹245 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 | 0.05% | 0.12% |
6 Month | 2.3% | 1.62% |
1 Year | 5.14% | 3.8% |
3 Year | 6.95% | 6.01% |
5 Year | 5.35% | 4.49% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
6 Month | -0.59% | -0.86% |
1 Year | 3.33% | 2.1% |
3 Year | 6.59% | 5.59% |
5 Year | 6.09% | 5.1% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
1 Year | 6.9% | 7.19% |
3 Year | 7.9% | 6.71% |
5 Year | 7.75% | 6.3% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | HSBC Gilt Fund - Regular Growth |
---|---|---|
Standard Deviation | 2.92% | 3.14% |
Sharp | -0.06% | -0.37% |
Beta | 1.19% | 1.32% |
Alpha | -1.55% | -2.67% |
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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