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) | ₹639 Cr | ₹798 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 | 0.85% | 0.55% |
6 Month | 5.15% | 5.14% |
1 Year | 8.65% | 8.96% |
3 Year | 7.94% | 8.15% |
5 Year | 5.34% | 5.95% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.54% | 1.61% |
1 Year | 7.63% | 7.93% |
3 Year | 8.13% | 8.72% |
5 Year | 6.85% | 7.23% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.85% | 7.61% |
3 Year | 7.91% | 6.83% |
5 Year | 7.8% | 7.54% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.49% | 2.67% |
Sharp | 0.40% | 0.50% |
Beta | 1.05% | 1.16% |
Alpha | -1.01% | -0.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns24.81%
DSP Focused Fund - Regular Plan - Growth
3Y Returns20.93%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns18.47%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.64%
HSBC Focused Fund - Regular Growth
3Y Returns19.48%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns17.47%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns17.47%