UTI vs Axis Gilt Fund compare
UTI - Gilt Fund - Regular Plan - Growth Option
Axis Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹561 Cr | ₹599 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 14 Jan 2002 | 23 Jan 2012 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | NIFTY All Duration G-Sec TRI |
| Turn Over | 78% | 20% |
| Expense Ratio | 0.92 | 0.8 |
| Manager | Sudhir Agrawal | Devang Shah |
| ISIN Code | INF789F01661 | INF846K01AX8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.03% | -0.07% |
| 6 Month | 1.06% | 0.81% |
| 1 Year | 5.44% | 5.41% |
| 3 Year | 6.89% | 7.36% |
| 5 Year | 5.22% | 5.39% |
SIP Return Analysis
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.61% | 0.27% |
| 1 Year | 2.81% | 2.41% |
| 3 Year | 6.19% | 6.59% |
| 5 Year | 6.08% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.84% | 7.53% |
| 3 Year | 7.88% | 7% |
| 5 Year | 7.71% | 7.46% |
Risk Management
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.9% | 2.09% |
| Sharp | -0.11% | -0.08% |
| Beta | 0.44% | 0.51% |
| Alpha | -0.44% | -0.45% |
Fund Managers
| Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sudhir Agrawal | Devang Shah |
| Total AUM | ₹7736 Cr | ₹60014 Cr |
| Funds Managed | 6 | 15 |
| UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
UTI - Gilt Fund - Regular Plan - Growth Option |
Axis Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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