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) | ₹10817 Cr | ₹545 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 | 0.19% | 0.25% |
| 6 Month | 0.57% | 0.78% |
| 1 Year | 4.02% | 4.47% |
| 3 Year | 6.98% | 6.86% |
| 5 Year | 5.72% | 5.23% |
SIP Return Analysis
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.38% | 0.98% |
| 1 Year | 1.18% | 2.39% |
| 3 Year | 5.57% | 5.92% |
| 5 Year | 6.09% | 5.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.97% | 6.82% |
| 3 Year | 7.26% | 7.87% |
| 5 Year | 7.23% | 7.69% |
Risk Management
| Scheme Name | SBI Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.99% | 1.9% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.03%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.02%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.04%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.6%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.14%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.57%
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns16.49%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns20.41%