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UTI vs Tata Gilt Securities Fund compare
Tata Gilt Securities Fund -Regular Plan- Growth Option
UTI - Gilt Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1256 Cr | ₹584 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Sep 1999 | 14 Jan 2002 |
| Category | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Dynamic Gilt TRI | CRISIL Dynamic Gilt TRI |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.38 | 0.92 |
| Manager | Akhil Mittal | Sudhir Agrawal |
| ISIN Code | INF277K01519 | INF789F01661 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.04% | 0.05% |
| 6 Month | 2.61% | 2.3% |
| 1 Year | 5.53% | 5.14% |
| 3 Year | 6.96% | 6.95% |
| 5 Year | 5.05% | 5.35% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.79% | -0.59% |
| 1 Year | 3.34% | 3.33% |
| 3 Year | 6.44% | 6.59% |
| 5 Year | 5.95% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.67% | 6.9% |
| 3 Year | 6.78% | 7.9% |
| 5 Year | 6.79% | 7.75% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.13% | 2.92% |
| Sharp | -0.12% | -0.06% |
| Beta | 1.22% | 1.19% |
| Alpha | -1.79% | -1.55% |
Fund Managers
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Akhil Mittal | Sudhir Agrawal |
| Total AUM | ₹4981 Cr | ₹7736 Cr |
| Funds Managed | 4 | 6 |
| Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Tata Gilt Securities Fund -Regular Plan- Growth Option |
UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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