- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1267 Cr | ₹566 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 07 Sep 1999 | 14 Jan 2002 |
| Category | Domestic Deb FoF | Domestic Deb FoF |
| 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 | -0.57% | 0.4% |
| 6 Month | -0.78% | -0.36% |
| 1 Year | 4.98% | 5.4% |
| 3 Year | 6.74% | 7.15% |
| 5 Year | 4.78% | 5.19% |
SIP Return Analysis
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.63% | 0.18% |
| 1 Year | 2.24% | 3.33% |
| 3 Year | 6.04% | 6.5% |
| 5 Year | 5.84% | 6.16% |
Rolling Lumpsum Returns
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.62% | 6.87% |
| 3 Year | 6.78% | 7.89% |
| 5 Year | 6.76% | 7.74% |
Risk Management
| Scheme Name | Tata Gilt Securities Fund -Regular Plan- Growth Option | UTI - Gilt Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.18% | 2.94% |
| Sharp | 0.03% | 0.14% |
| Beta | 1.04% | 0.99% |
| Alpha | -1.65% | -1.25% |
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 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.37%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.27%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.88%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns12.84%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.54%
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
3Y Returns17.8%
