PGIM India Gilt Fund vs UTI compare
PGIM India Gilt Fund - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹104 Cr | ₹545 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Feb 2025 | 14 Jan 2002 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
| Turn Over | 34% | 78% |
| Expense Ratio | 1.49 | 0.92 |
| Manager | Puneet Pal | Sudhir Agrawal |
| ISIN Code | INF223J01AQ6 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.27% | 0.04% |
| 6 Month | -0.68% | 0.46% |
| 1 Year | 2.82% | 4.15% |
| 3 Year | 6.17% | 6.77% |
| 5 Year | 4.71% | 5.18% |
SIP Return Analysis
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.09% | 0.98% |
| 1 Year | -0.18% | 2.39% |
| 3 Year | 4.86% | 5.92% |
| 5 Year | 5.18% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.39% | 6.82% |
| 3 Year | 7.18% | 7.87% |
| 5 Year | 7.44% | 7.69% |
Risk Management
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.01% | 1.9% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Puneet Pal | Sudhir Agrawal |
| Total AUM | ₹20950 Cr | ₹7736 Cr |
| Funds Managed | 19 | 6 |
| PGIM India Gilt Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
PGIM India Gilt Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
PGIM India Gilt Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Arbitrage Fund - Growth
3Y Returns7.16%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.94%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.22%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.55%
HDFC Small Cap Fund Regular Growth
3Y Returns19.58%
LIC MF Small Cap Fund Regular - Growth
3Y Returns16.02%
ICICI Prudential Smallcap Fund - Growth
3Y Returns15.83%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%