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Tata Gilt Securities Fund vs UTI compare

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

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

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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) ₹1267 Cr ₹566 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 07 Sep 1999 14 Jan 2002
Category Gilt Gilt
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 1.16% 0.62%
6 Month 0.96% 0.29%
1 Year 6.13% 5.33%
3 Year 7.15% 7.18%
5 Year 5.15% 5.32%

SIP Return Analysis

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
6 Month 0.61% 0.28%
1 Year 5.18% 4.03%
3 Year 7.01% 6.74%
5 Year 6.38% 6.27%

Rolling Lumpsum Returns

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
1 Year 7.62% 6.87%
3 Year 6.78% 7.89%
5 Year 6.76% 7.74%

Risk Management

Scheme Name Tata Gilt Securities Fund -Regular Plan- Growth Option UTI - Gilt Fund - Regular Plan - Growth Option
Standard Deviation 3.18% 2.95%
Sharp 0.05% 0.09%
Beta 1.22% 1.20%
Alpha -1.48% -1.33%

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 100 100

Sector Allocation

Scheme Name

Tata Gilt Securities Fund -Regular Plan- Growth Option

UTI - Gilt Fund - Regular Plan - Growth Option

Others 100 100

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