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UTI vs Kotak Gilt compare
Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹3771 Cr | ₹3771 Cr | ₹594 Cr |
| Min Investment | ₹100 | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 | ₹500 |
| Launch Date | 29 Dec 1998 | 29 Dec 1998 | 14 Jan 2002 |
| Category | Gilt | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec TRI | NIFTY All Duration G-Sec TRI | CRISIL Dynamic Gilt TRI |
| Turn Over | 4.88% | 24% | 78% |
| Expense Ratio | 1.48 | 1.48 | 0.92 |
| Manager | Abhishek Bisen | Abhishek Bisen | Sudhir Agrawal |
| ISIN Code | INF174K01FI5 | INF174K01FI5 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -3.03% | -3.03% | -2.1% |
| 6 Month | 0.77% | 0.77% | 2.26% |
| 1 Year | 2.69% | 2.69% | 5% |
| 3 Year | 6.23% | 6.23% | 6.94% |
| 5 Year | 5.11% | 5.11% | 5.28% |
SIP Return Analysis
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -2.72% | -2.72% | -1.38% |
| 1 Year | -1.2% | -1.2% | 2.22% |
| 3 Year | 5.02% | 5.02% | 6.39% |
| 5 Year | 5.12% | 5.12% | 5.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 8.32% | 8.32% | 6.9% |
| 3 Year | 8.19% | 8.19% | 7.9% |
| 5 Year | 7.87% | 7.87% | 7.75% |
Risk Management
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 2.22% | 2.22% | 2.49% |
| Sharp | -0.13% | -0.13% | 0.39% |
| Beta | 0.52% | 0.52% | 1.08% |
| Alpha | -0.57% | -0.57% | -0.57% |
Fund Managers
| Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Abhishek Bisen | Abhishek Bisen | Sudhir Agrawal |
| Total AUM | ₹0 Cr | ₹0 Cr | ₹7736 Cr |
| Funds Managed | 33 | 33 | 6 |
| Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Gilt-Investment Regular-Growth |
Kotak Gilt-Investment Regular-Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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