UTI vs Invesco India GILT Fund compare
Invesco India GILT Fund - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹604 Cr | ₹670 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 Feb 2008 | 14 Jan 2002 |
Category | Gilt | Gilt |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
Turn Over | 24% | 78% |
Expense Ratio | 1.25 | 0.92 |
Manager | Krishna Venkat Cheemalapati | Sudhir Agrawal |
ISIN Code | INF205K01SR1 | INF789F01661 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.75% | -1.35% |
6 Month | 3.64% | 4.17% |
1 Year | 7.23% | 8.27% |
3 Year | 7.49% | 7.72% |
5 Year | 4.93% | 5.34% |
SIP Return Analysis
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.56% | 0.95% |
1 Year | 5.35% | 6.58% |
3 Year | 7.8% | 7.83% |
5 Year | 6.49% | 6.64% |
Rolling Lumpsum Returns
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.01% | 6.85% |
3 Year | 7.29% | 7.91% |
5 Year | 8.23% | 7.8% |
Risk Management
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.86% | 2.24% |
Sharp | 0.52% | 0.65% |
Beta | 1.18% | 0.97% |
Alpha | -0.98% | -0.55% |
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Fund Managers
Scheme Name | Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Name | Krishna Venkat Cheemalapati | Sudhir Agrawal |
Total AUM | ₹24743 Cr | ₹7736 Cr |
Funds Managed | 19 | 6 |
Invesco India GILT Fund - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Invesco India GILT Fund - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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