UTI vs SBI Magnum Gilt Fund compare
SBI Magnum Gilt Fund - Regular Plan - Growth
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11308 Cr | ₹566 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 23 Dec 2000 | 14 Jan 2002 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec Index | CRISIL Dynamic Gilt TRI |
| Turn Over | 78% | 78% |
| Expense Ratio | 0.94 | 0.92 |
| Manager | Tejas Soman | Sudhir Agrawal |
| ISIN Code | INF200K01982 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.03% | 0.47% |
| 6 Month | 0.11% | 0.34% |
| 1 Year | 5.19% | 5.46% |
| 3 Year | 7.36% | 7.08% |
| 5 Year | 5.85% | 5.23% |
SIP Return Analysis
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.4% | 0.52% |
| 1 Year | 3.51% | 3.74% |
| 3 Year | 6.67% | 6.6% |
| 5 Year | 6.62% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.02% | 6.87% |
| 3 Year | 7.3% | 7.88% |
| 5 Year | 7.27% | 7.73% |
Risk Management
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.05% | 2.94% |
| Sharp | 0.27% | 0.14% |
| Beta | 1.03% | 0.99% |
| Alpha | -0.94% | -1.25% |
Fund Managers
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Tejas Soman | Sudhir Agrawal |
| Total AUM | ₹37095 Cr | ₹7736 Cr |
| Funds Managed | 9 | 6 |
| SBI Magnum Gilt Fund - Regular Plan - Growth | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns20.69%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.95%
PGIM India Ultra Short Duration Fund - Growth
3Y Returns6.64%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns21.24%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns20.69%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns17.29%