Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Gilt Securities Fund vs UTI compare

Link copied to clipboard!

tortoise-icon Tata Gilt Securities Fund -Regular Plan- Growth Option

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 Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Fund Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1339 Cr ₹565 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 07 Sep 1999 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 78% 78%
Expense Ratio 1.38 0.92
Manager Akhil Mittal Sudhir Agrawal
ISIN Code INF277K01519 INF789F01661
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
1 Month -0.34% 0.31%
6 Month -1.84% -0.52%
1 Year 3.67% 4.77%
3 Year 6.5% 6.88%
5 Year 4.54% 5.15%

SIP Return Analysis

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
6 Month -0.13% 1.02%
1 Year 1.68% 3.63%
3 Year 5.72% 6.49%
5 Year 5.69% 6.19%

Rolling Lumpsum Returns

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 6.7% 6.85%
3 Year 6.41% 7.88%
5 Year 6.24% 7.72%

Risk Management

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation 2.18% 1.9%
Sharp -0.18% -0.11%
Beta 0.53% 0.44%
Alpha -0.68% -0.44%

Fund Managers

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Name Akhil Mittal Sudhir Agrawal
Total AUM ₹4981 Cr ₹7736 Cr
Funds Managed 4 6
Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 99.99

Top Comparisons

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns17.22%

VS

SBI Large Cap Fund-Regular Plan Growth SBI Large Cap Fund-Regular Plan Growth

3Y Returns13.45%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns27.58%

VS

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns21.6%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns18%

Compare Now

HSBC Global Equity Climate Change Fund of Fund - Regular - Growth HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

3Y Returns8.42%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns35.07%

Compare Now
Add to Cart Successfully