UTI vs HDFC Gilt Fund compare
HDFC Gilt Fund - Growth Plan
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹2940 Cr | ₹584 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 25 Jul 2001 | 14 Jan 2002 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
Turn Over | 21.38% | 78% |
Expense Ratio | 0.89 | 0.92 |
Manager | Anil Bamboli | Sudhir Agrawal |
ISIN Code | INF179K01756 | INF789F01661 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.1% | -0.22% |
6 Month | 2.48% | 2.2% |
1 Year | 5.26% | 4.73% |
3 Year | 7.13% | 6.86% |
5 Year | 5.31% | 5.25% |
SIP Return Analysis
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.46% | -0.59% |
1 Year | 3.75% | 3.33% |
3 Year | 6.85% | 6.59% |
5 Year | 6.13% | 6.09% |
Rolling Lumpsum Returns
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.5% | 6.9% |
3 Year | 6.45% | 7.9% |
5 Year | 6.16% | 7.75% |
Risk Management
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.75% | 2.92% |
Sharp | -0.02% | -0.06% |
Beta | 1.22% | 1.19% |
Alpha | -1.47% | -1.55% |
Fund Managers
Scheme Name | HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Sudhir Agrawal |
Total AUM | ₹135442 Cr | ₹7736 Cr |
Funds Managed | 12 | 6 |
HDFC Gilt Fund - Growth Plan | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Gilt Fund - Growth Plan |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Gilt Fund - Growth Plan |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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