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tortoise-icon UTI - Gilt Fund - Regular Plan - Growth Option

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tortoise-icon UTI - Gilt Fund - Discontinued PF Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Fund UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹565 Cr ₹565 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 14 Jan 2002 14 Feb 2025
Category Gilt Gilt
Fund Type Open Ended Open Ended
Benchmark CRISIL Dynamic Gilt TRI CRISIL Dynamic Gilt TRI
Turn Over 78% 2720.98%
Expense Ratio 0.92 0.93
Manager Sudhir Agrawal Sudhir Agrawal
ISIN Code INF789F01661 INF789F01PT6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
1 Month 0.62% 0.62%
6 Month 0.29% 0.29%
1 Year 5.33% 5.33%
3 Year 7.18% 7.18%
5 Year 5.32% 5.32%

SIP Return Analysis

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
6 Month 0.15% 0.15%
1 Year 4.02% 4.02%
3 Year 6.73% 6.73%
5 Year 6.23% 6.23%

Rolling Lumpsum Returns

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
1 Year 6.87% 6.56%
3 Year 7.89% 7.88%
5 Year 7.74% 7.75%

Risk Management

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Standard Deviation 2.95% 2.95%
Sharp 0.09% 0.09%
Beta 1.20% 1.20%
Alpha -1.33% -1.33%

Fund Managers

Scheme Name UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option
Name Sudhir Agrawal Sudhir Agrawal
Total AUM ₹7736 Cr ₹7736 Cr
Funds Managed 6 6
UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Market Cap

Scheme Name

UTI - Gilt Fund - Regular Plan - Growth Option

UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

UTI - Gilt Fund - Regular Plan - Growth Option

UTI - Gilt Fund - Discontinued PF Plan - Growth Option

Others 100 100

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