Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Gilt vs UTI compare

Link copied to clipboard!

tortoise-icon Kotak Gilt-Investment Regular-Growth

Invest Now

tortoise-icon Kotak Gilt-Investment Regular-Growth

Invest Now

tortoise-icon UTI - Gilt Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Fund Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Moderate
Asset Size (Cr) ₹3263 Cr ₹3263 Cr ₹545 Cr
Min Investment ₹100 ₹100 ₹500
Min SIP Invesment ₹100 ₹100 ₹500
Min Addl Investment ₹100 ₹100 ₹500
Launch Date 29 Dec 1998 29 Dec 1998 14 Jan 2002
Category Domestic Deb FoF Domestic Deb FoF Domestic Deb FoF
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY All Duration G-Sec TRI NIFTY All Duration G-Sec TRI CRISIL Dynamic Gilt TRI
Turn Over 4.88% 24% 78%
Expense Ratio 1.48 1.48 0.92
Manager Abhishek Bisen Abhishek Bisen Sudhir Agrawal
ISIN Code INF174K01FI5 INF174K01FI5 INF789F01661
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
1 Month -0.48% -0.48% 0.12%
6 Month -2.42% -2.42% -0.04%
1 Year 1.2% 1.2% 4.66%
3 Year 5.5% 5.5% 6.73%
5 Year 4.29% 4.29% 5.19%

SIP Return Analysis

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
6 Month -0.35% -0.35% 0.61%
1 Year -1.62% -1.62% 2.02%
3 Year 3.81% 3.81% 5.8%
5 Year 4.64% 4.64% 5.9%

Rolling Lumpsum Returns

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 7.28% 7.28% 6.82%
3 Year 7.83% 7.83% 7.87%
5 Year 7.56% 7.56% 7.69%

Risk Management

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation 2.22% 2.22% 1.9%
Sharp - - -
Beta - - -
Alpha - - -

Fund Managers

Scheme Name Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option
Name Abhishek Bisen Abhishek Bisen Sudhir Agrawal
Total AUM ₹0 Cr ₹0 Cr ₹7736 Cr
Funds Managed 33 33 6
Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth UTI - Gilt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 100 100

Sector Allocation

Scheme Name

Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 100 100

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns13.52%

VS

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns19.86%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns12.77%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns18.23%

Compare Now

Bandhan Focused Fund - Regular Plan - Growth Bandhan Focused Fund - Regular Plan - Growth

3Y Returns17.63%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns19.83%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.02%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.02%

Compare Now
Add to Cart Successfully