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) | ₹584 Cr | ₹613 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 14 Jan 2002 | 23 Jan 2012 |
Category | Gilt | Gilt |
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 | 0.05% | 0.46% |
6 Month | 2.3% | 2.8% |
1 Year | 5.14% | 5.79% |
3 Year | 6.95% | 7.39% |
5 Year | 5.35% | 5.85% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.59% | -0.37% |
1 Year | 3.33% | 3.95% |
3 Year | 6.59% | 7.33% |
5 Year | 6.09% | 6.53% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.9% | 7.76% |
3 Year | 7.9% | 6.91% |
5 Year | 7.75% | 7.5% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.92% | 2.97% |
Sharp | -0.06% | 0.05% |
Beta | 1.19% | 1.26% |
Alpha | -1.55% | -1.32% |
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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