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) | ₹4094 Cr | ₹4094 Cr | ₹648 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 | -1.81% | -1.81% | -0.95% |
6 Month | 2.44% | 2.44% | 3.77% |
1 Year | 7.04% | 7.04% | 8.42% |
3 Year | 7.57% | 7.57% | 7.78% |
5 Year | 5.35% | 5.35% | 5.38% |
SIP Return Analysis
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 0.76% | 0.76% | 1.74% |
1 Year | 5.09% | 5.09% | 7.62% |
3 Year | 7.17% | 7.17% | 8.07% |
5 Year | 6.24% | 6.24% | 6.75% |
Rolling Lumpsum Returns
Scheme Name | Kotak Gilt-Investment Regular-Growth | Kotak Gilt-Investment Regular-Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 8.35% | 8.35% | 6.85% |
3 Year | 8.22% | 8.22% | 7.91% |
5 Year | 7.9% | 7.9% | 7.8% |
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% | 1.924% |
Sharp | -0.13% | -0.13% | -0.015% |
Beta | 0.52% | 0.52% | 0.637% |
Alpha | -0.57% | -0.57% | -0.168% |
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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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