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) | ₹648 Cr | ₹934 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 | 2.09% | 2.27% |
6 Month | 5.74% | 6.09% |
1 Year | 11.5% | 12.76% |
3 Year | 7.91% | 8.31% |
5 Year | 6.01% | 6.55% |
SIP Return Analysis
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.23% | 4.59% |
1 Year | 12.23% | 13.31% |
3 Year | 9.4% | 10.2% |
5 Year | 7.38% | 7.91% |
Rolling Lumpsum Returns
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.78% | 7.37% |
3 Year | 7.92% | 6.8% |
5 Year | 7.84% | 7.57% |
Risk Management
Scheme Name | UTI - Gilt Fund - Regular Plan - Growth Option | Axis Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.924% | 2.132% |
Sharp | -0.015% | -0.001% |
Beta | 0.637% | 0.805% |
Alpha | -0.168% | -0.18% |
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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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