SBI Magnum Gilt Fund vs UTI compare
SBI Gilt Fund - Regular Plan - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11033 Cr | ₹561 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Dec 2000 | 14 Jan 2002 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
| Turn Over | 78% | 78% |
| Expense Ratio | 0.94 | 0.92 |
| Manager | Tejas Soman | Sudhir Agrawal |
| ISIN Code | INF200K01982 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.11% | 0.2% |
| 6 Month | 0.2% | 0.64% |
| 1 Year | 4.17% | 4.77% |
| 3 Year | 6.97% | 6.86% |
| 5 Year | 5.66% | 5.19% |
SIP Return Analysis
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.05% | 0.69% |
| 1 Year | 1.83% | 3.3% |
| 3 Year | 5.88% | 6.27% |
| 5 Year | 6.21% | 6.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7% | 6.85% |
| 3 Year | 7.3% | 7.88% |
| 5 Year | 7.26% | 7.72% |
Risk Management
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.99% | 1.9% |
| Sharp | 0.28% | -0.11% |
| Beta | 0.45% | 0.44% |
| Alpha | 0.31% | -0.44% |
Fund Managers
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Tejas Soman | Sudhir Agrawal |
| Total AUM | ₹37095 Cr | ₹7736 Cr |
| Funds Managed | 9 | 6 |
| SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Gilt Fund - Regular Plan - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Gilt Fund - Regular Plan - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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