Invesco India GILT Fund vs UTI compare
Invesco India GILT Fund - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹537 Cr | ₹615 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Feb 2008 | 14 Jan 2002 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
Turn Over | 24% | 78% |
Expense Ratio | 1.25 | 0.92 |
Manager | Krishna Venkat Cheemalapati | Sudhir Agrawal |
ISIN Code | INF205K01SR1 | INF789F01661 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.96% | -1.88% |
6 Month | 1.87% | 2.14% |
1 Year | 4.46% | 5.29% |
3 Year | 6.8% | 7.01% |
5 Year | 4.64% | 5.14% |
SIP Return Analysis
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.61% | -0.17% |
1 Year | 3.02% | 4.38% |
3 Year | 6.95% | 7.09% |
5 Year | 6.14% | 6.35% |
Rolling Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.08% | 6.9% |
3 Year | 7.34% | 7.9% |
5 Year | 8.2% | 7.75% |
Risk Management
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.18% | 2.49% |
Sharp | 0.22% | 0.39% |
Beta | 1.30% | 1.08% |
Alpha | -1.19% | -0.57% |
Fund Managers
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Sudhir Agrawal |
Total AUM | ₹24743 Cr | ₹7736 Cr |
Funds Managed | 19 | 6 |
Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.13%
Quant Quantamental Fund Regular - Growth
3Y Returns21.73%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns13.21%
Quant Quantamental Fund Regular - Growth
3Y Returns21.73%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns10.99%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns17.2%
SBI Liquid Fund - Regular Plan -Growth
3Y Returns6.91%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%